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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 | $260,661 | $156,398+66.7% | $147,318+76.9% | $138,895+87.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 13.19% | 78.75%-65.6pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $6,878 | $4,853+41.7% | $4,593+49.7% | $4,194+64.0% |
| Participant deferral / active EE | $13,417 | $8,237+62.9% | $7,906+69.7% | $6,396+109.8% |
| Admin fee / account holder | $2,122 | $14,976-85.8% | $13,708-84.5% | $12,562-83.1% |