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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 | $273,278 | $175,257+55.9% | $149,717+82.5% | $139,456+96.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.35% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.1pp |
| Employer contribution / active EE | $1,333 | $5,477-75.7% | $4,820-72.3% | $4,753-71.9% |
| Participant deferral / active EE | $8,832 | $6,521+35.4% | $5,682+55.4% | $6,711+31.6% |
| Admin fee / account holder | $680 | $16,156-95.8% | $13,213-94.9% | $11,407-94.0% |