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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 | $261,053 | $97,125+168.8% | $86,233+202.7% | $137,256+90.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 16.58% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,925 | $2,841+73.3% | $2,504+96.7% | $4,156+18.5% |
| Participant deferral / active EE | $13,537 | $5,180+161.4% | $4,559+196.9% | $6,407+111.3% |
| Admin fee / account holder | $4,598 | $9,725-52.7% | $8,342-44.9% | $12,270-62.5% |