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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 | $273,813 | $209,422+30.7% | $178,503+53.4% | $158,982+72.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.72% | 188.81%-169.1pp | 151.12%-131.4pp | 302.99%-283.3pp |
| Employer contribution / active EE | $2,737 | $5,707-52.0% | $5,011-45.4% | $4,763-42.5% |
| Participant deferral / active EE | $6,902 | $5,955+15.9% | $5,202+32.7% | $5,983+15.3% |
| Admin fee / account holder | $1,160 | $17,079-93.2% | $13,987-91.7% | $11,252-89.7% |