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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 | $317,651 | $175,231+81.3% | $149,696+112.2% | $139,466+127.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 44.35% | 166.77%-122.4pp | 134.46%-90.1pp | 373.66%-329.3pp |
| Employer contribution / active EE | $1,768 | $5,478-67.7% | $4,821-63.3% | $4,754-62.8% |
| Participant deferral / active EE | $6,990 | $6,521+7.2% | $5,682+23.0% | $6,712+4.1% |
| Admin fee / account holder | $3,724 | $16,155-76.9% | $13,212-71.8% | $11,409-67.4% |