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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 | $269,490 | $165,381+63.0% | $149,730+80.0% | $158,966+69.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.78% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.2pp |
| Employer contribution / active EE | $6,230 | $5,104+22.1% | $4,645+34.1% | $4,762+30.8% |
| Participant deferral / active EE | $6,800 | $7,182-5.3% | $6,843-0.6% | $5,983+13.7% |
| Admin fee / account holder | $2,679 | $10,809-75.2% | $9,310-71.2% | $11,250-76.2% |