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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 | $269,740 | $111,830+141.2% | $93,696+187.9% | $145,884+84.9% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 16.48% | 204.08%-187.6pp | 133.74%-117.3pp | 551.85%-535.4pp |
| Employer contribution / active EE | $3,427 | $3,093+10.8% | $2,422+41.5% | $4,662-26.5% |
| Participant deferral / active EE | $8,610 | $4,920+75.0% | $4,417+94.9% | $6,690+28.7% |
| Admin fee / account holder | $1,142 | $10,249-88.9% | $8,287-86.2% | $13,392-91.5% |