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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 | $267,953 | $165,399+62.0% | $149,745+78.9% | $158,982+68.5% |
| Participation rate | 29.4% | 84.6%-55.2pp | 82.5%-53.1pp | 82.0%-52.6pp |
| Annual return | 19.67% | 348.34%-328.7pp | 276.72%-257.1pp | 302.99%-283.3pp |
| Employer contribution / active EE | $1,717 | $5,105-66.4% | $4,646-63.0% | $4,763-63.9% |
| Participant deferral / active EE | $2,557 | $7,183-64.4% | $6,843-62.6% | $5,983-57.3% |
| Admin fee / account holder | $8,370 | $10,811-22.6% | $9,312-10.1% | $11,252-25.6% |