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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 | $270,389 | $166,131+62.8% | $164,975+63.9% | $145,877+85.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.41% | 100.37%-87.0pp | 70.12%-56.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,863 | $5,276-64.7% | $4,343-57.1% | $4,663-60.1% |
| Participant deferral / active EE | $2,070 | $6,962-70.3% | $6,033-65.7% | $6,691-69.1% |
| Admin fee / account holder | $3,637 | $16,648-78.2% | $12,688-71.3% | $13,402-72.9% |