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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 | $265,583 | $165,381+60.6% | $149,730+77.4% | $158,966+67.1% |
| Participation rate | 58.8% | 84.6%-25.8pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 22.41% | 348.29%-325.9pp | 276.70%-254.3pp | 302.95%-280.5pp |
| Employer contribution / active EE | $2,756 | $5,104-46.0% | $4,645-40.7% | $4,762-42.1% |
| Participant deferral / active EE | $10,466 | $7,182+45.7% | $6,843+53.0% | $5,983+74.9% |
| Admin fee / account holder | $12,091 | $10,809+11.9% | $9,310+29.9% | $11,250+7.5% |