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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 | $370,636 | $183,539+101.9% | $155,556+138.3% | $145,897+154.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 21.83% | 61.31%-39.5pp | 64.84%-43.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $12,458 | $5,315+134.4% | $4,675+166.4% | $4,663+167.2% |
| Participant deferral / active EE | $9,212 | $6,467+42.4% | $5,631+63.6% | $6,689+37.7% |
| Admin fee / account holder | $3,004 | $19,275-84.4% | $15,885-81.1% | $13,390-77.6% |