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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 | $255,615 | $107,363+138.1% | $92,909+175.1% | $152,897+67.2% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 23.21% | 145.63%-122.4pp | 109.44%-86.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,001 | $4,222-52.6% | $3,653-45.2% | $4,764-58.0% |
| Participant deferral / active EE | $9,989 | $4,848+106.1% | $4,238+135.7% | $5,851+70.7% |
| Admin fee / account holder | $9,471 | $7,082+33.7% | $5,795+63.4% | $11,599-18.4% |