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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 | $389,715 | $209,428+86.1% | $178,498+118.3% | $158,950+145.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.41% | 188.78%-169.4pp | 151.09%-131.7pp | 302.91%-283.5pp |
| Employer contribution / active EE | $2,352 | $5,707-58.8% | $5,011-53.1% | $4,762-50.6% |
| Participant deferral / active EE | $10,207 | $5,955+71.4% | $5,202+96.2% | $5,983+70.6% |
| Admin fee / account holder | $3,914 | $17,077-77.1% | $13,985-72.0% | $11,248-65.2% |