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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 | $261,282 | $148,623+75.8% | $135,974+92.2% | $139,466+87.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 24.48% | 79.30%-54.8pp | 68.30%-43.8pp | 373.66%-349.2pp |
| Employer contribution / active EE | $7,447 | $5,246+42.0% | $4,859+53.3% | $4,754+56.7% |
| Participant deferral / active EE | $8,713 | $8,103+7.5% | $7,760+12.3% | $6,712+29.8% |
| Admin fee / account holder | $477 | $12,406-96.2% | $10,767-95.6% | $11,409-95.8% |