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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 | $111,787+141.3% | $93,681+187.9% | $145,978+84.8% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 16.48% | 203.52%-187.0pp | 133.47%-117.0pp | 550.52%-534.0pp |
| Employer contribution / active EE | $3,427 | $3,093+10.8% | $2,422+41.5% | $4,662-26.5% |
| Participant deferral / active EE | $8,610 | $4,918+75.1% | $4,415+95.0% | $6,690+28.7% |
| Admin fee / account holder | $1,142 | $10,256-88.9% | $8,290-86.2% | $13,400-91.5% |