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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 | $307,164 | $209,422+46.7% | $178,503+72.1% | $158,982+93.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.60% | 188.81%-174.2pp | 151.12%-136.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,940 | $5,707-48.5% | $5,011-41.3% | $4,763-38.3% |
| Participant deferral / active EE | $8,905 | $5,955+49.5% | $5,202+71.2% | $5,983+48.8% |
| Admin fee / account holder | $3,957 | $17,079-76.8% | $13,987-71.7% | $11,252-64.8% |