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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 | $291,757 | $165,399+76.4% | $149,745+94.8% | $158,982+83.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.53% | 348.34%-329.8pp | 276.72%-258.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $2,520 | $5,105-50.6% | $4,646-45.8% | $4,763-47.1% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $1,091 | $10,811-89.9% | $9,312-88.3% | $11,252-90.3% |