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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 | $211,288+68.5% | $178,540+99.5% | $145,884+144.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.97% | 30.27%-13.3pp | 27.15%-10.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $21,750 | $4,574+375.5% | $3,953+450.2% | $4,662+366.5% |
| Participant deferral / active EE | $21,792 | $6,967+212.8% | $6,281+247.0% | $6,690+225.8% |
| Admin fee / account holder | $1,447 | $12,105-88.0% | $10,424-86.1% | $13,392-89.2% |