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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 | $252,114 | $72,071+249.8% | $68,368+268.8% | $137,256+83.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 16.90% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,241 | $2,788-19.6% | $2,649-15.4% | $4,156-46.1% |
| Participant deferral / active EE | $6,940 | $4,410+57.4% | $4,123+68.3% | $6,407+8.3% |
| Admin fee / account holder | $4,502 | $5,336-15.6% | $5,150-12.6% | $12,270-63.3% |