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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 | $286,253 | $217,427+31.7% | $185,837+54.0% | $167,518+70.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.85% | 148.39%-130.5pp | 122.08%-104.2pp | 478.71%-460.9pp |
| Employer contribution / active EE | $1,399 | $5,874-76.2% | $5,168-72.9% | $4,838-71.1% |
| Participant deferral / active EE | $9,119 | $6,357+43.4% | $5,568+63.8% | $6,342+43.8% |
| Admin fee / account holder | $17,550 | $19,816-11.4% | $16,241+8.1% | $12,312+42.5% |