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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 | $258,911 | $148,582+74.3% | $135,942+90.5% | $139,456+85.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.85% | 79.26%-52.4pp | 68.28%-41.4pp | 373.45%-346.6pp |
| Employer contribution / active EE | $5,079 | $5,245-3.2% | $4,858+4.6% | $4,753+6.9% |
| Participant deferral / active EE | $10,679 | $8,101+31.8% | $7,759+37.6% | $6,711+59.1% |
| Admin fee / account holder | $3,314 | $12,402-73.3% | $10,764-69.2% | $11,407-71.0% |