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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 | $252,088 | $183,592+37.3% | $155,567+62.0% | $145,959+72.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 16.01% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,614 | $5,315-69.6% | $4,674-65.5% | $4,661-65.4% |
| Participant deferral / active EE | $8,763 | $6,464+35.6% | $5,628+55.7% | $6,689+31.0% |
| Admin fee / account holder | $36,939 | $19,318+91.2% | $15,916+132.1% | $13,398+175.7% |