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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 | $297,486 | $148,623+100.2% | $135,974+118.8% | $139,466+113.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.59% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,178 | $5,246-58.5% | $4,859-55.2% | $4,754-54.2% |
| Participant deferral / active EE | $5,551 | $8,103-31.5% | $7,760-28.5% | $6,712-17.3% |
| Admin fee / account holder | $4,619 | $12,406-62.8% | $10,767-57.1% | $11,409-59.5% |