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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 | $259,031 | $217,432+19.1% | $185,851+39.4% | $167,553+54.6% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 14.56% | 148.43%-133.9pp | 122.11%-107.5pp | 478.89%-464.3pp |
| Employer contribution / active EE | $4,753 | $5,874-19.1% | $5,168-8.0% | $4,840-1.8% |
| Participant deferral / active EE | $4,464 | $6,357-29.8% | $5,569-19.8% | $6,343-29.6% |
| Admin fee / account holder | $3,808 | $19,820-80.8% | $16,245-76.6% | $12,316-69.1% |