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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 | $266,756 | $111,814+138.6% | $93,654+184.8% | $145,959+82.8% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 15.43% | 203.30%-187.9pp | 133.34%-117.9pp | 561.95%-546.5pp |
| Employer contribution / active EE | $2,062 | $3,092-33.3% | $2,421-14.8% | $4,661-55.8% |
| Participant deferral / active EE | $5,071 | $4,914+3.2% | $4,413+14.9% | $6,689-24.2% |
| Admin fee / account holder | $2,421 | $10,246-76.4% | $8,282-70.8% | $13,398-81.9% |