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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 | $257,276 | $157,296+63.6% | $141,191+82.2% | $152,897+68.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 22.38% | 64.34%-42.0pp | 71.41%-49.0pp | 345.43%-323.1pp |
| Employer contribution / active EE | $6,167 | $5,262+17.2% | $4,736+30.2% | $4,764+29.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,503 | $12,125-13.4% | $10,264+2.3% | $11,599-9.5% |