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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 | $257,162 | $148,582+73.1% | $135,942+89.2% | $139,456+84.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.18% | 79.26%-62.1pp | 68.28%-51.1pp | 373.45%-356.3pp |
| Employer contribution / active EE | $1,642 | $5,245-68.7% | $4,858-66.2% | $4,753-65.5% |
| Participant deferral / active EE | $8,973 | $8,101+10.8% | $7,759+15.6% | $6,711+33.7% |
| Admin fee / account holder | $1,031 | $12,402-91.7% | $10,764-90.4% | $11,407-91.0% |