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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 | $274,283 | $129,737+111.4% | $119,126+130.2% | $154,746+77.2% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 13.12% | 379.08%-366.0pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,787 | $4,375-13.4% | $4,034-6.1% | $4,379-13.5% |
| Participant deferral / active EE | $7,633 | $5,842+30.7% | $5,318+43.5% | $6,730+13.4% |
| Admin fee / account holder | $4,189 | $11,961-65.0% | $10,693-60.8% | $14,365-70.8% |