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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 | $274,285 | $166,089+65.1% | $164,928+66.3% | $145,978+87.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 9.88% | 100.26%-90.4pp | 70.08%-60.2pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,035 | $5,276-61.4% | $4,343-53.1% | $4,662-56.4% |
| Participant deferral / active EE | $5,157 | $6,961-25.9% | $6,034-14.5% | $6,690-22.9% |
| Admin fee / account holder | $1,215 | $16,641-92.7% | $12,684-90.4% | $13,400-90.9% |