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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 | $263,684 | $157,296+67.6% | $141,191+86.8% | $152,897+72.5% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 24.43% | 64.34%-39.9pp | 71.41%-47.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $2,693 | $5,262-48.8% | $4,736-43.1% | $4,764-43.5% |
| Participant deferral / active EE | $6,691 | $7,111-5.9% | $6,710-0.3% | $5,851+14.4% |
| Admin fee / account holder | $8,453 | $12,125-30.3% | $10,264-17.6% | $11,599-27.1% |