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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 | $340,281 | $72,071+372.1% | $68,368+397.7% | $137,256+147.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 22.39% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,648 | $2,788-40.9% | $2,649-37.8% | $4,156-60.4% |
| Participant deferral / active EE | $6,899 | $4,410+56.4% | $4,123+67.3% | $6,407+7.7% |
| Admin fee / account holder | $475 | $5,336-91.1% | $5,150-90.8% | $12,270-96.1% |