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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 | $462,202 | $111,814+313.4% | $93,654+393.5% | $145,959+216.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 8.38% | 203.30%-194.9pp | 133.34%-125.0pp | 561.95%-553.6pp |
| Employer contribution / active EE | $12,742 | $3,092+312.2% | $2,421+426.4% | $4,661+173.4% |
| Participant deferral / active EE | $11,475 | $4,914+133.5% | $4,413+160.0% | $6,689+71.6% |
| Admin fee / account holder | $5,936 | $10,246-42.1% | $8,282-28.3% | $13,398-55.7% |