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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 | $277,444 | $107,368+158.4% | $92,915+198.6% | $152,909+81.4% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 26.57% | 145.64%-119.1pp | 109.45%-82.9pp | 345.46%-318.9pp |
| Employer contribution / active EE | $1,501 | $4,222-64.5% | $3,653-58.9% | $4,764-68.5% |
| Participant deferral / active EE | $7,982 | $4,848+64.7% | $4,238+88.3% | $5,851+36.4% |
| Admin fee / account holder | $7,682 | $7,082+8.5% | $5,796+32.5% | $11,601-33.8% |