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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 | $302,717 | $217,432+39.2% | $185,849+62.9% | $167,536+80.7% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 12.52% | 148.42%-135.9pp | 122.10%-109.6pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,439 | $5,875-75.5% | $5,169-72.2% | $4,839-70.3% |
| Participant deferral / active EE | $8,244 | $6,357+29.7% | $5,569+48.0% | $6,342+30.0% |
| Admin fee / account holder | $27,976 | $19,818+41.2% | $16,244+72.2% | $12,315+127.2% |