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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 | $183,539+37.3% | $155,556+62.1% | $145,897+72.8% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 16.01% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,614 | $5,315-69.6% | $4,675-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $8,763 | $6,467+35.5% | $5,631+55.6% | $6,689+31.0% |
| Admin fee / account holder | $36,939 | $19,275+91.6% | $15,885+132.5% | $13,390+175.9% |