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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 | $297,268 | $166,242+78.8% | $165,071+80.1% | $145,884+103.8% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 27.06% | 100.44%-73.4pp | 70.17%-43.1pp | 551.85%-524.8pp |
| Employer contribution / active EE | $2,405 | $5,283-54.5% | $4,347-44.7% | $4,662-48.4% |
| Participant deferral / active EE | $5,295 | $6,964-24.0% | $6,035-12.3% | $6,690-20.9% |
| Admin fee / account holder | $2,021 | $16,658-87.9% | $12,695-84.1% | $13,392-84.9% |