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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 | $256,196 | $111,535+129.7% | $105,223+143.5% | $137,256+86.7% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 13.03% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,149 | $3,939-20.1% | $3,689-14.6% | $4,156-24.2% |
| Participant deferral / active EE | $9,454 | $5,500+71.9% | $5,072+86.4% | $6,407+47.6% |
| Admin fee / account holder | $4,330 | $9,721-55.5% | $8,859-51.1% | $12,270-64.7% |