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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 | $251,324 | $196,972+27.6% | $182,262+37.9% | $198,609+26.5% |
| Participation rate | 65.2% | 85.7%-20.5pp | 84.2%-19.0pp | 82.4%-17.2pp |
| Annual return | 22.90% | 158.27%-135.4pp | 140.60%-117.7pp | 202.70%-179.8pp |
| Employer contribution / active EE | $1,662 | $5,364-69.0% | $5,046-67.1% | $5,055-67.1% |
| Participant deferral / active EE | $4,970 | $8,643-42.5% | $8,276-39.9% | $6,977-28.8% |
| Admin fee / account holder | $1,207 | $18,429-93.5% | $16,712-92.8% | $19,030-93.7% |