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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 | $269,960 | $196,972+37.1% | $182,262+48.1% | $198,609+35.9% |
| Participation rate | 58.8% | 85.7%-26.9pp | 84.2%-25.4pp | 82.4%-23.6pp |
| Annual return | 10.48% | 158.27%-147.8pp | 140.60%-130.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $3,090 | $5,364-42.4% | $5,046-38.8% | $5,055-38.9% |
| Participant deferral / active EE | $5,476 | $8,643-36.6% | $8,276-33.8% | $6,977-21.5% |
| Admin fee / account holder | $4,272 | $18,429-76.8% | $16,712-74.4% | $19,030-77.6% |