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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 | $270,373 | $165,381+63.5% | $149,730+80.6% | $158,966+70.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 12.82% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.1pp |
| Employer contribution / active EE | $2,605 | $5,104-49.0% | $4,645-43.9% | $4,762-45.3% |
| Participant deferral / active EE | $8,087 | $7,182+12.6% | $6,843+18.2% | $5,983+35.2% |
| Admin fee / account holder | $6,708 | $10,809-37.9% | $9,310-28.0% | $11,250-40.4% |