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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 | $296,546 | $209,425+41.6% | $178,499+66.1% | $158,966+86.5% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 13.39% | 188.80%-175.4pp | 151.10%-137.7pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,492 | $5,707-56.3% | $5,011-50.3% | $4,762-47.7% |
| Participant deferral / active EE | $6,082 | $5,955+2.1% | $5,202+16.9% | $5,983+1.7% |
| Admin fee / account holder | $1,613 | $17,078-90.6% | $13,986-88.5% | $11,250-85.7% |