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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 | $260,886 | $217,432+20.0% | $185,851+40.4% | $167,553+55.7% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 10.95% | 148.43%-137.5pp | 122.11%-111.2pp | 478.89%-467.9pp |
| Employer contribution / active EE | $2,555 | $5,874-56.5% | $5,168-50.6% | $4,840-47.2% |
| Participant deferral / active EE | $6,590 | $6,357+3.7% | $5,569+18.3% | $6,343+3.9% |
| Admin fee / account holder | $1,915 | $19,820-90.3% | $16,245-88.2% | $12,316-84.5% |