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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 | $273,465 | $183,516+49.0% | $155,534+75.8% | $145,884+87.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 9.78% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $7,665 | $5,315+44.2% | $4,675+64.0% | $4,662+64.4% |
| Participant deferral / active EE | $5,098 | $6,467-21.2% | $5,630-9.5% | $6,690-23.8% |
| Admin fee / account holder | $5,900 | $19,293-69.4% | $15,900-62.9% | $13,392-55.9% |