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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 | $253,926 | $209,422+21.3% | $178,503+42.3% | $158,982+59.7% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 11.45% | 188.81%-177.4pp | 151.12%-139.7pp | 302.99%-291.5pp |
| Employer contribution / active EE | $9,355 | $5,707+63.9% | $5,011+86.7% | $4,763+96.4% |
| Participant deferral / active EE | $6,183 | $5,955+3.8% | $5,202+18.9% | $5,983+3.3% |
| Admin fee / account holder | $2,306 | $17,079-86.5% | $13,987-83.5% | $11,252-79.5% |