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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 | $274,379 | $198,461+38.3% | $170,436+61.0% | $147,585+85.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 16.48% | 257.30%-240.8pp | 205.94%-189.5pp | 578.57%-562.1pp |
| Employer contribution / active EE | $2,548 | $6,184-58.8% | $5,433-53.1% | $4,876-47.7% |
| Participant deferral / active EE | $5,837 | $5,629+3.7% | $4,939+18.2% | $5,439+7.3% |
| Admin fee / account holder | $1,471 | $16,852-91.3% | $13,880-89.4% | $10,885-86.5% |