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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 | $278,490 | $85,171+227.0% | $172,752+61.2% | $72,975+281.6% |
| Participation rate | 59.1% | 70.1%-11.0pp | 82.6%-23.6pp | 69.5%-10.4pp |
| Annual return | 26.74% | 27.32%-0.6pp | 802.97%-776.2pp | 81.01%-54.3pp |
| Employer contribution / active EE | $2,414 | $3,324-27.4% | $5,144-53.1% | $2,440-1.1% |
| Participant deferral / active EE | $4,815 | $3,260+47.7% | $5,198-7.4% | $3,608+33.5% |
| Admin fee / account holder | $328 | $5,880-94.4% | $13,955-97.6% | $5,124-93.6% |