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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 | $252,377 | $171,492+47.2% | $150,734+67.4% | $198,609+27.1% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 6.27% | 804.70%-798.4pp | 600.81%-594.5pp | 202.70%-196.4pp |
| Employer contribution / active EE | $1,695 | $5,470-69.0% | $4,918-65.5% | $5,055-66.5% |
| Participant deferral / active EE | $4,080 | $6,259-34.8% | $5,610-27.3% | $6,977-41.5% |
| Admin fee / account holder | $742 | $17,628-95.8% | $14,905-95.0% | $19,030-96.1% |