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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 | $315,469 | $160,028+97.1% | $147,080+114.5% | $145,884+116.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.97% | 98.60%-77.6pp | 420.17%-399.2pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,773 | $5,286-66.5% | $4,933-64.1% | $4,662-62.0% |
| Participant deferral / active EE | $10,900 | $8,422+29.4% | $8,066+35.1% | $6,690+62.9% |
| Admin fee / account holder | $581 | $15,030-96.1% | $12,989-95.5% | $13,392-95.7% |