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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 | $314,382 | $217,432+44.6% | $185,849+69.2% | $167,536+87.7% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 11.59% | 148.42%-136.8pp | 122.10%-110.5pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,951 | $5,875-66.8% | $5,169-62.3% | $4,839-59.7% |
| Participant deferral / active EE | $6,714 | $6,357+5.6% | $5,569+20.6% | $6,342+5.9% |
| Admin fee / account holder | $961 | $19,818-95.1% | $16,244-94.1% | $12,315-92.2% |