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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 | $260,888 | $198,457+31.5% | $170,435+53.1% | $147,586+76.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 21.48% | 257.30%-235.8pp | 205.94%-184.5pp | 578.59%-557.1pp |
| Employer contribution / active EE | $2,496 | $6,183-59.6% | $5,432-54.0% | $4,876-48.8% |
| Participant deferral / active EE | $5,365 | $5,629-4.7% | $4,939+8.6% | $5,439-1.4% |
| Admin fee / account holder | $1,019 | $16,852-94.0% | $13,881-92.7% | $10,886-90.6% |