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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 | $260,801 | $175,259+48.8% | $149,723+74.2% | $139,487+87.0% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 14.38% | 166.82%-152.4pp | 134.50%-120.1pp | 373.84%-359.5pp |
| Employer contribution / active EE | $4,300 | $5,478-21.5% | $4,821-10.8% | $4,755-9.6% |
| Participant deferral / active EE | $4,451 | $6,522-31.8% | $5,682-21.7% | $6,713-33.7% |
| Admin fee / account holder | $2,808 | $16,158-82.6% | $13,215-78.7% | $11,407-75.4% |