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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 | $70,121+305.3% | $63,803+345.5% | $138,895+104.6% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 14.22% | 946.48%-932.3pp | 543.72%-529.5pp | 145.39%-131.2pp |
| Employer contribution / active EE | $5,993 | $2,882+107.9% | $2,532+136.6% | $4,194+42.9% |
| Participant deferral / active EE | $5,680 | $4,535+25.2% | $3,843+47.8% | $6,396-11.2% |
| Admin fee / account holder | $919 | $6,738-86.4% | $5,196-82.3% | $12,562-92.7% |