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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 | $270,892 | $156,398+73.2% | $147,318+83.9% | $138,895+95.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.29% | 78.75%-65.5pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $2,824 | $4,853-41.8% | $4,593-38.5% | $4,194-32.7% |
| Participant deferral / active EE | $6,164 | $8,237-25.2% | $7,906-22.0% | $6,396-3.6% |
| Admin fee / account holder | $2,419 | $14,976-83.8% | $13,708-82.4% | $12,562-80.7% |