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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 | $356,103 | $211,105+68.7% | $178,449+99.6% | $145,978+143.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.97% | 30.19%-13.2pp | 27.09%-10.1pp | 550.52%-533.5pp |
| Employer contribution / active EE | $21,750 | $4,569+376.1% | $3,951+450.5% | $4,662+366.6% |
| Participant deferral / active EE | $21,792 | $6,959+213.1% | $6,277+247.2% | $6,690+225.8% |
| Admin fee / account holder | $1,447 | $12,017-88.0% | $10,362-86.0% | $13,400-89.2% |