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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 | $260,221 | $100,203+159.7% | $85,240+205.3% | $145,897+78.4% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.7pp |
| Annual return | 13.68% | 84.28%-70.6pp | 66.75%-53.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,085 | $3,242-35.7% | $2,735-23.8% | $4,663-55.3% |
| Participant deferral / active EE | $4,655 | $5,299-12.2% | $4,527+2.8% | $6,689-30.4% |
| Admin fee / account holder | $912 | $7,265-87.4% | $6,165-85.2% | $13,390-93.2% |