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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 | $281,670 | $183,539+53.5% | $155,556+81.1% | $145,897+93.1% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.1pp | 80.3%-26.1pp |
| Annual return | 16.22% | 61.31%-45.1pp | 64.84%-48.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $2,756 | $5,315-48.2% | $4,675-41.1% | $4,663-40.9% |
| Participant deferral / active EE | $5,360 | $6,467-17.1% | $5,631-4.8% | $6,689-19.9% |
| Admin fee / account holder | $2,069 | $19,275-89.3% | $15,885-87.0% | $13,390-84.6% |