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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 | $359,272 | $112,131+220.4% | $95,964+274.4% | $158,982+126.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 17.13% | 171.19%-154.1pp | 91.64%-74.5pp | 302.99%-285.9pp |
| Employer contribution / active EE | $3,859 | $3,199+20.6% | $2,541+51.9% | $4,763-19.0% |
| Participant deferral / active EE | $7,717 | $4,784+61.3% | $4,167+85.2% | $5,983+29.0% |
| Admin fee / account holder | $32,584 | $10,136+221.5% | $6,797+379.4% | $11,252+189.6% |