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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 | $265,545 | $209,422+26.8% | $178,503+48.8% | $158,982+67.0% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 13.17% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,574 | $5,707-72.4% | $5,011-68.6% | $4,763-66.9% |
| Participant deferral / active EE | $5,330 | $5,955-10.5% | $5,202+2.5% | $5,983-10.9% |
| Admin fee / account holder | $362 | $17,079-97.9% | $13,987-97.4% | $11,252-96.8% |