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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 | $251,108 | $165,381+51.8% | $149,730+67.7% | $158,966+58.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 28.31% | 348.29%-320.0pp | 276.70%-248.4pp | 302.95%-274.6pp |
| Employer contribution / active EE | $3,286 | $5,104-35.6% | $4,645-29.3% | $4,762-31.0% |
| Participant deferral / active EE | $8,503 | $7,182+18.4% | $6,843+24.3% | $5,983+42.1% |
| Admin fee / account holder | $628 | $10,809-94.2% | $9,310-93.3% | $11,250-94.4% |