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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 | $257,427 | $183,592+40.2% | $155,574+65.5% | $145,877+76.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 14.84% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,143 | $5,317-59.7% | $4,676-54.2% | $4,663-54.0% |
| Participant deferral / active EE | $5,525 | $6,466-14.6% | $5,629-1.9% | $6,691-17.4% |
| Admin fee / account holder | $1,992 | $19,316-89.7% | $15,914-87.5% | $13,402-85.1% |