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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 | $295,492 | $183,592+61.0% | $155,574+89.9% | $145,877+102.6% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 11.58% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,773 | $5,317-66.7% | $4,676-62.1% | $4,663-62.0% |
| Participant deferral / active EE | $7,899 | $6,466+22.2% | $5,629+40.3% | $6,691+18.1% |
| Admin fee / account holder | $19,119 | $19,316-1.0% | $15,914+20.1% | $13,402+42.7% |