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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 | $1,342,937 | $168,635+696.4% | $147,617+809.7% | $125,389+971.0% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 0.96% | 77.65%-76.7pp | 61.98%-61.0pp | 282.24%-281.3pp |
| Employer contribution / active EE | $14,386 | $6,252+130.1% | $5,564+158.5% | $4,866+195.6% |
| Participant deferral / active EE | $16,000 | $5,507+190.5% | $4,895+226.8% | $5,352+199.0% |
| Admin fee / account holder | $13,103 | $13,580-3.5% | $11,612+12.8% | $9,541+37.3% |