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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 | $277,930 | $166,242+67.2% | $165,071+68.4% | $145,884+90.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.66% | 100.44%-89.8pp | 70.17%-59.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $3,124 | $5,283-40.9% | $4,347-28.2% | $4,662-33.0% |
| Participant deferral / active EE | $5,393 | $6,964-22.6% | $6,035-10.6% | $6,690-19.4% |
| Admin fee / account holder | $3,779 | $16,658-77.3% | $12,695-70.2% | $13,392-71.8% |