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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 | $282,317 | $198,462+42.3% | $170,439+65.6% | $147,585+91.3% |
| Participation rate | 35.0% | 88.0%-53.0pp | 83.6%-48.6pp | 82.8%-47.8pp |
| Annual return | 14.66% | 257.30%-242.6pp | 205.94%-191.3pp | 578.58%-563.9pp |
| Employer contribution / active EE | $1,447 | $6,184-76.6% | $5,433-73.4% | $4,876-70.3% |
| Participant deferral / active EE | $3,870 | $5,629-31.3% | $4,939-21.7% | $5,439-28.8% |
| Admin fee / account holder | $2,296 | $16,852-86.4% | $13,881-83.5% | $10,886-78.9% |