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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 | $262,471 | $72,071+264.2% | $68,368+283.9% | $137,256+91.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.55% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,187 | $2,788-57.4% | $2,649-55.2% | $4,156-71.4% |
| Participant deferral / active EE | $6,264 | $4,410+42.0% | $4,123+51.9% | $6,407-2.2% |
| Admin fee / account holder | $4,816 | $5,336-9.7% | $5,150-6.5% | $12,270-60.8% |