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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 | $257,888 | $105,158+145.2% | $94,672+172.4% | $139,487+84.9% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 17.47% | 38.11%-20.6pp | 156.89%-139.4pp | 373.84%-356.4pp |
| Employer contribution / active EE | $4,924 | $4,107+19.9% | $3,673+34.1% | $4,755+3.6% |
| Participant deferral / active EE | $15,022 | $7,599+97.7% | $7,417+102.5% | $6,713+123.8% |
| Admin fee / account holder | $23,581 | $8,972+162.8% | $7,222+226.5% | $11,407+106.7% |