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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 | $274,547 | $183,539+49.6% | $155,556+76.5% | $145,897+88.2% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 11.41% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,669 | $5,315-68.6% | $4,675-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $5,843 | $6,467-9.7% | $5,631+3.8% | $6,689-12.7% |
| Admin fee / account holder | $2,029 | $19,275-89.5% | $15,885-87.2% | $13,390-84.9% |