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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 | $321,372 | $217,432+47.8% | $185,849+72.9% | $167,536+91.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.70% | 148.42%-135.7pp | 122.10%-109.4pp | 478.82%-466.1pp |
| Employer contribution / active EE | $2,224 | $5,875-62.1% | $5,169-57.0% | $4,839-54.0% |
| Participant deferral / active EE | $9,652 | $6,357+51.8% | $5,569+73.3% | $6,342+52.2% |
| Admin fee / account holder | $27,129 | $19,818+36.9% | $16,244+67.0% | $12,315+120.3% |