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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 | $273,861 | $148,623+84.3% | $135,974+101.4% | $139,466+96.4% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.3pp | 80.3%-63.7pp |
| Annual return | 18.16% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,276 | $5,246-56.6% | $4,859-53.2% | $4,754-52.1% |
| Participant deferral / active EE | $3,490 | $8,103-56.9% | $7,760-55.0% | $6,712-48.0% |
| Admin fee / account holder | $1,044 | $12,406-91.6% | $10,767-90.3% | $11,409-90.8% |