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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 | $308,138 | $225,673+36.5% | $203,872+51.1% | $155,188+98.6% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 16.13% | 95.91%-79.8pp | 85.11%-69.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $17,151 | $4,099+318.5% | $3,757+356.4% | $4,248+303.8% |
| Participant deferral / active EE | $12,106 | $6,893+75.6% | $6,388+89.5% | $6,531+85.4% |
| Admin fee / account holder | $1,772 | $12,327-85.6% | $11,730-84.9% | $14,480-87.8% |