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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 | $267,891 | $72,071+271.7% | $68,368+291.8% | $137,256+95.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 15.24% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,506 | $2,788-46.0% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $3,163 | $4,410-28.3% | $4,123-23.3% | $6,407-50.6% |
| Admin fee / account holder | $1,202 | $5,336-77.5% | $5,150-76.7% | $12,270-90.2% |