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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 | $265,890 | $160,040+66.1% | $147,096+80.8% | $145,877+82.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.79% | 98.49%-81.7pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,564 | $5,289-51.5% | $4,936-48.1% | $4,663-45.0% |
| Participant deferral / active EE | $11,611 | $8,429+37.8% | $8,071+43.9% | $6,691+73.5% |
| Admin fee / account holder | $8,781 | $15,050-41.7% | $13,005-32.5% | $13,402-34.5% |