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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 | $263,403 | $108,897+141.9% | $100,378+162.4% | $145,877+80.6% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.7pp |
| Annual return | 10.42% | 58.17%-47.7pp | 49.41%-39.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,038 | $4,420-53.9% | $3,942-48.3% | $4,663-56.3% |
| Participant deferral / active EE | $10,183 | $8,455+20.4% | $8,087+25.9% | $6,691+52.2% |
| Admin fee / account holder | $6,978 | $9,690-28.0% | $7,899-11.7% | $13,402-47.9% |