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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 | $263,026 | $99,995+163.0% | $85,063+209.2% | $145,978+80.2% |
| Participation rate | 65.0% | 74.1%-9.1pp | 67.5%-2.5pp | 80.3%-15.3pp |
| Annual return | 14.70% | 83.99%-69.3pp | 66.54%-51.8pp | 550.52%-535.8pp |
| Employer contribution / active EE | $4,370 | $3,231+35.3% | $2,727+60.2% | $4,662-6.3% |
| Participant deferral / active EE | $10,579 | $5,295+99.8% | $4,523+133.9% | $6,690+58.1% |
| Admin fee / account holder | $9,902 | $7,255+36.5% | $6,155+60.9% | $13,400-26.1% |