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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 | $264,607 | $114,119+131.9% | $107,187+146.9% | $138,895+90.5% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 15.91% | 273.21%-257.3pp | 204.55%-188.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,652 | $4,059-34.7% | $3,782-29.9% | $4,194-36.8% |
| Participant deferral / active EE | $2,923 | $5,538-47.2% | $5,096-42.6% | $6,396-54.3% |
| Admin fee / account holder | $5,763 | $10,024-42.5% | $9,162-37.1% | $12,562-54.1% |