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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 | $258,214 | $157,304+64.1% | $141,197+82.9% | $152,909+68.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 20.66% | 64.34%-43.7pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $3,853 | $5,263-26.8% | $4,736-18.6% | $4,764-19.1% |
| Participant deferral / active EE | $10,676 | $7,111+50.1% | $6,710+59.1% | $5,851+82.5% |
| Admin fee / account holder | $29,172 | $12,126+140.6% | $10,265+184.2% | $11,601+151.5% |