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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 | $383,194 | $160,028+139.5% | $147,080+160.5% | $145,884+162.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.73% | 98.60%-85.9pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,794 | $5,286+9.6% | $4,933+17.4% | $4,662+24.3% |
| Participant deferral / active EE | $11,047 | $8,422+31.2% | $8,066+36.9% | $6,690+65.1% |
| Admin fee / account holder | $967 | $15,030-93.6% | $12,989-92.6% | $13,392-92.8% |