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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 | $319,309 | $112,933+182.7% | $90,970+251.0% | $158,982+100.8% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 16.10% | 215.82%-199.7pp | 134.60%-118.5pp | 302.99%-286.9pp |
| Employer contribution / active EE | $3,276 | $2,893+13.2% | $2,122+54.4% | $4,763-31.2% |
| Participant deferral / active EE | $10,493 | $4,128+154.2% | $3,373+211.1% | $5,983+75.4% |
| Admin fee / account holder | $13,607 | $8,047+69.1% | $5,961+128.3% | $11,252+20.9% |