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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 | $261,199 | $157,276+66.1% | $141,177+85.0% | $152,885+70.8% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 22.98% | 64.33%-41.3pp | 71.40%-48.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $2,265 | $5,262-57.0% | $4,736-52.2% | $4,763-52.4% |
| Participant deferral / active EE | $8,177 | $7,110+15.0% | $6,710+21.9% | $5,851+39.8% |
| Admin fee / account holder | $32,168 | $12,123+165.4% | $10,263+213.4% | $11,598+177.4% |