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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 | $444,856 | $183,539+142.4% | $155,556+186.0% | $145,897+204.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.01% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,445 | $5,315-54.0% | $4,675-47.7% | $4,663-47.6% |
| Participant deferral / active EE | $7,626 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $105,102 | $19,275+445.3% | $15,885+561.6% | $13,390+684.9% |