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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 | $255,626 | $115,810+120.7% | $101,271+152.4% | $158,966+60.8% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 11.10% | 56.15%-45.0pp | 46.48%-35.4pp | 302.95%-291.8pp |
| Employer contribution / active EE | $2,455 | $4,175-41.2% | $3,660-32.9% | $4,762-48.5% |
| Participant deferral / active EE | $5,844 | $4,958+17.9% | $4,371+33.7% | $5,983-2.3% |
| Admin fee / account holder | $769 | $7,248-89.4% | $5,948-87.1% | $11,250-93.2% |