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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 | $284,233 | $68,097+317.4% | $62,929+351.7% | $137,256+107.1% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 14.22% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,993 | $2,811+113.2% | $2,505+139.3% | $4,156+44.2% |
| Participant deferral / active EE | $5,680 | $4,553+24.8% | $3,888+46.1% | $6,407-11.3% |
| Admin fee / account holder | $919 | $6,521-85.9% | $5,065-81.9% | $12,270-92.5% |