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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 | $268,754 | $114,119+135.5% | $107,187+150.7% | $138,895+93.5% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 79.9%-34.9pp |
| Annual return | 13.38% | 273.21%-259.8pp | 204.55%-191.2pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,635 | $4,059-10.4% | $3,782-3.9% | $4,194-13.3% |
| Participant deferral / active EE | $3,884 | $5,538-29.9% | $5,096-23.8% | $6,396-39.3% |
| Admin fee / account holder | $3,093 | $10,024-69.1% | $9,162-66.2% | $12,562-75.4% |