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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 | $363,878 | $183,539+98.3% | $155,556+133.9% | $145,897+149.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 23.13% | 61.31%-38.2pp | 64.84%-41.7pp | 552.29%-529.2pp |
| Employer contribution / active EE | $2,943 | $5,315-44.6% | $4,675-37.0% | $4,663-36.9% |
| Participant deferral / active EE | $11,401 | $6,467+76.3% | $5,631+102.5% | $6,689+70.4% |
| Admin fee / account holder | $40,234 | $19,275+108.7% | $15,885+153.3% | $13,390+200.5% |