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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 | $266,012 | $166,268+60.0% | $165,100+61.1% | $145,897+82.3% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 13.77% | 100.52%-86.8pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,180 | $5,284-58.7% | $4,348-49.9% | $4,663-53.2% |
| Participant deferral / active EE | $9,332 | $6,964+34.0% | $6,035+54.6% | $6,689+39.5% |
| Admin fee / account holder | $1,501 | $16,659-91.0% | $12,696-88.2% | $13,390-88.8% |