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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 | $432,329 | $171,492+152.1% | $150,734+186.8% | $198,609+117.7% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 3.88% | 804.70%-800.8pp | 600.81%-596.9pp | 202.70%-198.8pp |
| Employer contribution / active EE | $2,915 | $5,470-46.7% | $4,918-40.7% | $5,055-42.3% |
| Participant deferral / active EE | $20,865 | $6,259+233.4% | $5,610+271.9% | $6,977+199.1% |
| Admin fee / account holder | $1,566 | $17,628-91.1% | $14,905-89.5% | $19,030-91.8% |