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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 | $415,172 | $150,412+176.0% | $120,574+244.3% | $145,884+184.6% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 18.79% | 154.50%-135.7pp | 107.42%-88.6pp | 551.85%-533.1pp |
| Employer contribution / active EE | $14,073 | $4,355+223.2% | $3,471+305.5% | $4,662+201.9% |
| Participant deferral / active EE | $12,590 | $6,175+103.9% | $4,996+152.0% | $6,690+88.2% |
| Admin fee / account holder | $2,953 | $12,224-75.8% | $9,445-68.7% | $13,392-77.9% |