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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 | $271,925 | $225,673+20.5% | $203,872+33.4% | $155,188+75.2% |
| Participation rate | 54.5% | 80.3%-25.8pp | 77.8%-23.3pp | 80.8%-26.3pp |
| Annual return | 15.90% | 95.91%-80.0pp | 85.11%-69.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,821 | $4,099-55.6% | $3,757-51.5% | $4,248-57.1% |
| Participant deferral / active EE | $5,230 | $6,893-24.1% | $6,388-18.1% | $6,531-19.9% |
| Admin fee / account holder | $11,981 | $12,327-2.8% | $11,730+2.1% | $14,480-17.3% |