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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 | $270,822 | $197,625+37.0% | $177,840+52.3% | $158,966+70.4% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 14.53% | 58.76%-44.2pp | 48.32%-33.8pp | 302.95%-288.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,640 | $8,405+26.6% | $7,714+37.9% | $5,983+77.8% |
| Admin fee / account holder | $14,522 | $15,405-5.7% | $12,431+16.8% | $11,250+29.1% |