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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 | $345,683 | $159,934+116.1% | $147,005+135.1% | $145,959+136.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.83% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,412 | $5,287-73.3% | $4,934-71.4% | $4,661-69.7% |
| Participant deferral / active EE | $6,099 | $8,427-27.6% | $8,070-24.4% | $6,689-8.8% |
| Admin fee / account holder | $6,576 | $15,053-56.3% | $13,006-49.4% | $13,398-50.9% |