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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 | $267,902 | $217,432+23.2% | $185,851+44.1% | $167,553+59.9% |
| Participation rate | 56.3% | 86.1%-29.8pp | 81.7%-25.5pp | 82.1%-25.9pp |
| Annual return | 13.76% | 148.43%-134.7pp | 122.11%-108.3pp | 478.89%-465.1pp |
| Employer contribution / active EE | $2,160 | $5,874-63.2% | $5,168-58.2% | $4,840-55.4% |
| Participant deferral / active EE | $6,846 | $6,357+7.7% | $5,569+22.9% | $6,343+7.9% |
| Admin fee / account holder | $7,618 | $19,820-61.6% | $16,245-53.1% | $12,316-38.2% |