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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 | $273,098 | $72,071+278.9% | $68,368+299.5% | $137,256+99.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.24% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,144 | $2,788-23.1% | $2,649-19.0% | $4,156-48.4% |
| Participant deferral / active EE | $9,061 | $4,410+105.5% | $4,123+119.8% | $6,407+41.4% |
| Admin fee / account holder | $4,592 | $5,336-13.9% | $5,150-10.8% | $12,270-62.6% |