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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 | $286,510 | $175,259+63.5% | $149,723+91.4% | $139,487+105.4% |
| Participation rate | 35.3% | 83.4%-48.1pp | 78.8%-43.5pp | 80.3%-45.0pp |
| Annual return | 14.28% | 166.82%-152.5pp | 134.50%-120.2pp | 373.84%-359.6pp |
| Employer contribution / active EE | $2,828 | $5,478-48.4% | $4,821-41.3% | $4,755-40.5% |
| Participant deferral / active EE | $8,491 | $6,522+30.2% | $5,682+49.4% | $6,713+26.5% |
| Admin fee / account holder | $4,354 | $16,158-73.1% | $13,215-67.0% | $11,407-61.8% |