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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 | $255,037 | $166,268+53.4% | $165,100+54.5% | $145,897+74.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 10.57% | 100.52%-89.9pp | 70.21%-59.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $3,271 | $5,284-38.1% | $4,348-24.8% | $4,663-29.8% |
| Participant deferral / active EE | $3,926 | $6,964-43.6% | $6,035-35.0% | $6,689-41.3% |
| Admin fee / account holder | $3,403 | $16,659-79.6% | $12,696-73.2% | $13,390-74.6% |