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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 | $252,273 | $102,429+146.3% | $147,096+71.5% | $80,925+211.7% |
| Participation rate | 66.0% | 75.9%-9.9pp | 82.2%-16.2pp | 67.7%-1.7pp |
| Annual return | 16.47% | 135.02%-118.6pp | 419.75%-403.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $4,494 | $3,716+20.9% | $4,936-9.0% | $2,756+63.0% |
| Participant deferral / active EE | $4,149 | $6,649-37.6% | $8,071-48.6% | $4,299-3.5% |
| Admin fee / account holder | $17,770 | $7,957+123.3% | $13,005+36.6% | $6,940+156.0% |