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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 | $257,409 | $166,089+55.0% | $164,928+56.1% | $145,978+76.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 15.14% | 100.26%-85.1pp | 70.08%-54.9pp | 550.52%-535.4pp |
| Employer contribution / active EE | $5,503 | $5,276+4.3% | $4,343+26.7% | $4,662+18.0% |
| Participant deferral / active EE | $12,056 | $6,961+73.2% | $6,034+99.8% | $6,690+80.2% |
| Admin fee / account holder | $3,365 | $16,641-79.8% | $12,684-73.5% | $13,400-74.9% |