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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 | $457,468 | $160,040+185.8% | $147,096+211.0% | $145,877+213.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.40% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $15,264 | $5,289+188.6% | $4,936+209.2% | $4,663+227.3% |
| Participant deferral / active EE | $8,280 | $8,429-1.8% | $8,071+2.6% | $6,691+23.8% |
| Admin fee / account holder | $4,133 | $15,050-72.5% | $13,005-68.2% | $13,402-69.2% |