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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 | $280,098 | $183,627+52.5% | $155,602+80.0% | $145,978+91.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.47% | 61.32%-50.8pp | 64.81%-54.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $8,174 | $5,316+53.8% | $4,675+74.8% | $4,662+75.3% |
| Participant deferral / active EE | $4,508 | $6,466-30.3% | $5,629-19.9% | $6,690-32.6% |
| Admin fee / account holder | $4,228 | $19,327-78.1% | $15,923-73.4% | $13,400-68.4% |