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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 | $251,267 | $183,516+36.9% | $155,534+61.6% | $145,884+72.2% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 16.68% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,544 | $5,315-33.3% | $4,675-24.2% | $4,662-24.0% |
| Participant deferral / active EE | $7,341 | $6,467+13.5% | $5,630+30.4% | $6,690+9.7% |
| Admin fee / account holder | $6,630 | $19,293-65.6% | $15,900-58.3% | $13,392-50.5% |