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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 | $254,950 | $165,399+54.1% | $149,745+70.3% | $158,982+60.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.96% | 348.34%-328.4pp | 276.72%-256.8pp | 302.99%-283.0pp |
| Employer contribution / active EE | $2,849 | $5,105-44.2% | $4,646-38.7% | $4,763-40.2% |
| Participant deferral / active EE | $6,504 | $7,183-9.4% | $6,843-4.9% | $5,983+8.7% |
| Admin fee / account holder | $21,044 | $10,811+94.7% | $9,312+126.0% | $11,252+87.0% |