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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 | $251,555 | $196,972+27.7% | $182,262+38.0% | $198,609+26.7% |
| Participation rate | 63.6% | 85.7%-22.1pp | 84.2%-20.6pp | 82.4%-18.7pp |
| Annual return | 13.25% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $3,005 | $5,364-44.0% | $5,046-40.5% | $5,055-40.6% |
| Participant deferral / active EE | $6,882 | $8,643-20.4% | $8,276-16.9% | $6,977-1.4% |
| Admin fee / account holder | $9,720 | $18,429-47.3% | $16,712-41.8% | $19,030-48.9% |