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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 | $304,166 | $183,592+65.7% | $155,574+95.5% | $145,877+108.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 28.55% | 61.37%-32.8pp | 64.87%-36.3pp | 551.28%-522.7pp |
| Employer contribution / active EE | $11,606 | $5,317+118.3% | $4,676+148.2% | $4,663+148.9% |
| Participant deferral / active EE | $20,000 | $6,466+209.3% | $5,629+255.3% | $6,691+198.9% |
| Admin fee / account holder | $5,674 | $19,316-70.6% | $15,914-64.3% | $13,402-57.7% |