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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 | $256,695 | $213,785+20.1% | $185,441+38.4% | $155,188+65.4% |
| Participation rate | 16.7% | 83.2%-66.6pp | 80.3%-63.6pp | 80.8%-64.1pp |
| Annual return | 63.89% | 19.97%+43.9pp | 20.16%+43.7pp | 148.84%-85.0pp |
| Employer contribution / active EE | $3,302 | $5,393-38.8% | $4,672-29.3% | $4,248-22.3% |
| Participant deferral / active EE | $3,302 | $6,864-51.9% | $6,152-46.3% | $6,531-49.4% |
| Admin fee / account holder | $172,419 | $21,134+715.8% | $17,890+863.8% | $14,480+1090.8% |