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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 | $274,931 | $165,381+66.2% | $149,730+83.6% | $158,966+72.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 8.68% | 348.29%-339.6pp | 276.70%-268.0pp | 302.95%-294.3pp |
| Employer contribution / active EE | $5,259 | $5,104+3.0% | $4,645+13.2% | $4,762+10.4% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $2,500 | $10,809-76.9% | $9,310-73.1% | $11,250-77.8% |