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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 | $257,503 | $111,535+130.9% | $105,223+144.7% | $137,256+87.6% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.0%-22.4pp | 80.0%-27.3pp |
| Annual return | 16.29% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,492 | $3,939-36.8% | $3,689-32.5% | $4,156-40.1% |
| Participant deferral / active EE | $6,815 | $5,500+23.9% | $5,072+34.4% | $6,407+6.4% |
| Admin fee / account holder | $4,518 | $9,721-53.5% | $8,859-49.0% | $12,270-63.2% |