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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 | $272,936 | $183,592+48.7% | $155,574+75.4% | $145,877+87.1% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 13.69% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,456 | $5,317-53.8% | $4,676-47.5% | $4,663-47.3% |
| Participant deferral / active EE | $7,014 | $6,466+8.5% | $5,629+24.6% | $6,691+4.8% |
| Admin fee / account holder | $3,425 | $19,316-82.3% | $15,914-78.5% | $13,402-74.4% |