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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 | $276,975 | $183,627+50.8% | $155,602+78.0% | $145,978+89.7% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 12.13% | 61.32%-49.2pp | 64.81%-52.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $4,435 | $5,316-16.6% | $4,675-5.1% | $4,662-4.9% |
| Participant deferral / active EE | $8,327 | $6,466+28.8% | $5,629+47.9% | $6,690+24.5% |
| Admin fee / account holder | $6,101 | $19,327-68.4% | $15,923-61.7% | $13,400-54.5% |