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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 | $471,086 | $125,190+276.3% | $105,624+346.0% | $145,897+222.9% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 20.25% | 225.22%-205.0pp | 116.20%-96.0pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,823 | $3,720-24.1% | $3,168-10.9% | $4,663-39.5% |
| Participant deferral / active EE | $9,614 | $5,716+68.2% | $5,013+91.8% | $6,689+43.7% |
| Admin fee / account holder | $3,152 | $17,138-81.6% | $10,961-71.2% | $13,390-76.5% |