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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 | $254,346 | $72,071+252.9% | $68,368+272.0% | $137,256+85.3% |
| Participation rate | 54.2% | 76.2%-22.1pp | 73.8%-19.6pp | 80.0%-25.8pp |
| Annual return | 20.76% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,908 | $2,788-31.6% | $2,649-28.0% | $4,156-54.1% |
| Participant deferral / active EE | $5,885 | $4,410+33.4% | $4,123+42.7% | $6,407-8.1% |
| Admin fee / account holder | $1,298 | $5,336-75.7% | $5,150-74.8% | $12,270-89.4% |