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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% | $155,574+62.0% | $145,877+72.8% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 16.01% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,614 | $5,317-69.6% | $4,676-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $8,763 | $6,466+35.5% | $5,629+55.7% | $6,691+31.0% |
| Admin fee / account holder | $36,939 | $19,316+91.2% | $15,914+132.1% | $13,402+175.6% |