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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 | $250,550 | $123,412+103.0% | $69,460+260.7% | $145,978+71.6% |
| Participation rate | 64.3% | 69.2%-4.9pp | 66.4%-2.2pp | 80.3%-16.0pp |
| Annual return | 14.51% | 191.25%-176.7pp | 100.80%-86.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $2,822 | $2,684+5.1% | $1,714+64.6% | $4,662-39.5% |
| Participant deferral / active EE | $10,232 | $4,240+141.3% | $2,890+254.1% | $6,690+53.0% |
| Admin fee / account holder | $2,249 | $7,816-71.2% | $4,695-52.1% | $13,400-83.2% |