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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 | $372,949 | $70,366+430.0% | $66,674+459.4% | $138,895+168.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 14.63% | 386.41%-371.8pp | 321.24%-306.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,638 | $2,765+31.6% | $2,620+38.8% | $4,194-13.3% |
| Participant deferral / active EE | $5,054 | $4,374+15.5% | $4,084+23.8% | $6,396-21.0% |
| Admin fee / account holder | $2,679 | $5,262-49.1% | $5,098-47.5% | $12,562-78.7% |