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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 | $417,417 | $160,028+160.8% | $147,080+183.8% | $145,884+186.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.14% | 98.60%-77.5pp | 420.17%-399.0pp | 551.85%-530.7pp |
| Employer contribution / active EE | $4,772 | $5,286-9.7% | $4,933-3.3% | $4,662+2.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,285 | $15,030+68.2% | $12,989+94.7% | $13,392+88.8% |