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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 | $335,809 | $125,237+168.1% | $105,608+218.0% | $145,877+130.2% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 17.55% | 225.76%-208.2pp | 116.50%-99.0pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,881 | $3,720-22.6% | $3,167-9.0% | $4,663-38.2% |
| Participant deferral / active EE | $7,691 | $5,711+34.7% | $5,010+53.5% | $6,691+15.0% |
| Admin fee / account holder | $1,843 | $17,287-89.3% | $11,028-83.3% | $13,402-86.2% |