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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 | $342,302 | $125,778+172.1% | $114,563+198.8% | $154,746+121.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 13.83% | 295.14%-281.3pp | 241.09%-227.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $8,808 | $2,806+213.9% | $2,592+239.8% | $4,379+101.1% |
| Participant deferral / active EE | $5,610 | $4,445+26.2% | $4,142+35.4% | $6,730-16.6% |
| Admin fee / account holder | $3,512 | $8,190-57.1% | $7,623-53.9% | $14,365-75.5% |