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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 | $166,242+62.6% | $165,071+63.8% | $145,884+85.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.41% | 100.44%-87.0pp | 70.17%-56.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,863 | $5,283-64.7% | $4,347-57.2% | $4,662-60.0% |
| Participant deferral / active EE | $2,070 | $6,964-70.3% | $6,035-65.7% | $6,690-69.1% |
| Admin fee / account holder | $3,637 | $16,658-78.2% | $12,695-71.4% | $13,392-72.8% |