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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 | $274,009 | $198,457+38.1% | $170,435+60.8% | $147,586+85.7% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 12.21% | 257.30%-245.1pp | 205.94%-193.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,403 | $6,183-77.3% | $5,432-74.2% | $4,876-71.2% |
| Participant deferral / active EE | $7,417 | $5,629+31.8% | $4,939+50.2% | $5,439+36.4% |
| Admin fee / account holder | $2,799 | $16,852-83.4% | $13,881-79.8% | $10,886-74.3% |