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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 | $757,277 | $225,673+235.6% | $203,872+271.4% | $155,188+388.0% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 16.33% | 95.91%-79.6pp | 85.11%-68.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $9,149 | $4,099+123.2% | $3,757+143.5% | $4,248+115.4% |
| Participant deferral / active EE | $18,179 | $6,893+163.7% | $6,388+184.6% | $6,531+178.3% |
| Admin fee / account holder | $3,259 | $12,327-73.6% | $11,730-72.2% | $14,480-77.5% |