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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 | $275,382 | $70,366+291.4% | $66,674+313.0% | $138,895+98.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 13.98% | 386.41%-372.4pp | 321.24%-307.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,826 | $2,765+2.2% | $2,620+7.9% | $4,194-32.6% |
| Participant deferral / active EE | $4,123 | $4,374-5.7% | $4,084+1.0% | $6,396-35.5% |
| Admin fee / account holder | $1,638 | $5,262-68.9% | $5,098-67.9% | $12,562-87.0% |