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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 | $99,995+160.2% | $85,063+205.9% | $145,978+78.3% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.7pp |
| Annual return | 13.68% | 83.99%-70.3pp | 66.54%-52.9pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,085 | $3,231-35.5% | $2,727-23.5% | $4,662-55.3% |
| Participant deferral / active EE | $4,655 | $5,295-12.1% | $4,523+2.9% | $6,690-30.4% |
| Admin fee / account holder | $912 | $7,255-87.4% | $6,155-85.2% | $13,400-93.2% |