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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 | $209,405+46.7% | $178,486+72.1% | $158,931+93.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.60% | 188.77%-174.2pp | 151.08%-136.5pp | 302.86%-288.3pp |
| Employer contribution / active EE | $2,940 | $5,707-48.5% | $5,011-41.3% | $4,761-38.3% |
| Participant deferral / active EE | $8,905 | $5,954+49.6% | $5,202+71.2% | $5,982+48.9% |
| Admin fee / account holder | $3,957 | $17,076-76.8% | $13,985-71.7% | $11,247-64.8% |