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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 | $268,240 | $183,539+46.1% | $155,556+72.4% | $145,897+83.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.75% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,924 | $5,315-63.8% | $4,675-58.8% | $4,663-58.7% |
| Participant deferral / active EE | $4,002 | $6,467-38.1% | $5,631-28.9% | $6,689-40.2% |
| Admin fee / account holder | $10,703 | $19,275-44.5% | $15,885-32.6% | $13,390-20.1% |