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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 | $288,436 | $88,815+224.8% | $81,882+252.3% | $145,897+97.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.02% | 1033.75%-1021.7pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,240 | $3,086-27.4% | $2,916-23.2% | $4,663-52.0% |
| Participant deferral / active EE | $5,284 | $4,647+13.7% | $4,323+22.2% | $6,689-21.0% |
| Admin fee / account holder | $3,316 | $8,434-60.7% | $7,360-54.9% | $13,390-75.2% |