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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 | $296,717 | $165,381+79.4% | $149,730+98.2% | $158,966+86.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 30.91% | 348.29%-317.4pp | 276.70%-245.8pp | 302.95%-272.0pp |
| Employer contribution / active EE | $2,194 | $5,104-57.0% | $4,645-52.8% | $4,762-53.9% |
| Participant deferral / active EE | $4,319 | $7,182-39.9% | $6,843-36.9% | $5,983-27.8% |
| Admin fee / account holder | $3,405 | $10,809-68.5% | $9,310-63.4% | $11,250-69.7% |