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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 | $256,667 | $183,539+39.8% | $155,556+65.0% | $145,897+75.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.16% | 61.31%-48.2pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,269 | $5,315-38.5% | $4,675-30.1% | $4,663-29.9% |
| Participant deferral / active EE | $10,625 | $6,467+64.3% | $5,631+88.7% | $6,689+58.8% |
| Admin fee / account holder | $2,583 | $19,275-86.6% | $15,885-83.7% | $13,390-80.7% |