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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 | $254,962 | $183,516+38.9% | $155,534+63.9% | $145,884+74.8% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 11.35% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,116 | $5,315-79.0% | $4,675-76.1% | $4,662-76.1% |
| Participant deferral / active EE | $7,014 | $6,467+8.5% | $5,630+24.6% | $6,690+4.8% |
| Admin fee / account holder | $104,175 | $19,293+440.0% | $15,900+555.2% | $13,392+677.9% |