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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 | $256,507 | $226,046+13.5% | $182,508+40.5% | $152,870+67.8% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.4%-19.9pp |
| Annual return | 25.70% | 192.52%-166.8pp | 148.54%-122.8pp | 345.34%-319.6pp |
| Employer contribution / active EE | $2,276 | $4,977-54.3% | $4,075-44.1% | $4,763-52.2% |
| Participant deferral / active EE | $4,951 | $6,368-22.3% | $5,525-10.4% | $5,850-15.4% |
| Admin fee / account holder | $1,137 | $10,704-89.4% | $8,592-86.8% | $11,597-90.2% |