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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 | $430,958 | $102,595+320.1% | $94,057+358.2% | $154,746+178.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 14.88% | 583.42%-568.5pp | 480.62%-465.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,315 | $3,147-26.4% | $2,933-21.1% | $4,379-47.1% |
| Participant deferral / active EE | $9,302 | $5,118+81.7% | $4,709+97.5% | $6,730+38.2% |
| Admin fee / account holder | $6,679 | $7,736-13.7% | $7,244-7.8% | $14,365-53.5% |