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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,721 | $185,312+97.9% | $161,489+127.1% | $154,746+137.0% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.7%-51.4pp | 80.7%-53.4pp |
| Annual return | 16.23% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,080 | $4,769-77.4% | $4,268-74.7% | $4,379-75.3% |
| Participant deferral / active EE | $3,379 | $6,350-46.8% | $5,630-40.0% | $6,730-49.8% |
| Admin fee / account holder | $2,482 | $18,654-86.7% | $16,006-84.5% | $14,365-82.7% |