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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 | $428,212 | $209,428+104.5% | $178,498+139.9% | $158,950+169.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 7.36% | 188.78%-181.4pp | 151.09%-143.7pp | 302.91%-295.6pp |
| Employer contribution / active EE | $7,967 | $5,707+39.6% | $5,011+59.0% | $4,762+67.3% |
| Participant deferral / active EE | $8,850 | $5,955+48.6% | $5,202+70.1% | $5,983+47.9% |
| Admin fee / account holder | $3,545 | $17,077-79.2% | $13,985-74.7% | $11,248-68.5% |