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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 | $264,937 | $106,923+147.8% | $84,023+215.3% | $152,909+73.3% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 25.57% | 105.02%-79.4pp | 71.32%-45.7pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,761 | $2,735-35.6% | $1,984-11.2% | $4,764-63.0% |
| Participant deferral / active EE | $7,860 | $4,013+95.9% | $3,239+142.6% | $5,851+34.3% |
| Admin fee / account holder | $2,128 | $8,289-74.3% | $6,102-65.1% | $11,601-81.7% |