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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 | $266,303 | $209,428+27.2% | $178,498+49.2% | $158,950+67.5% |
| Participation rate | 27.3% | 86.4%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 14.54% | 188.78%-174.2pp | 151.09%-136.6pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,259 | $5,707-77.9% | $5,011-74.9% | $4,762-73.6% |
| Participant deferral / active EE | $3,578 | $5,955-39.9% | $5,202-31.2% | $5,983-40.2% |
| Admin fee / account holder | $1,570 | $17,077-90.8% | $13,985-88.8% | $11,248-86.0% |