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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 | $380,974 | $201,344+89.2% | $184,243+106.8% | $145,877+161.2% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 21.16% | 29.01%-7.8pp | 28.82%-7.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $2,729 | $7,022-61.1% | $6,427-57.5% | $4,663-41.5% |
| Participant deferral / active EE | $12,553 | $9,807+28.0% | $9,132+37.5% | $6,691+87.6% |
| Admin fee / account holder | $1,512 | $16,382-90.8% | $13,914-89.1% | $13,402-88.7% |