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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 | $312,528 | $88,702+252.3% | $81,780+282.2% | $145,978+114.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.58% | 1029.12%-1018.5pp | 776.27%-765.7pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,836 | $3,084-40.5% | $2,914-37.0% | $4,662-60.6% |
| Participant deferral / active EE | $12,286 | $4,645+164.5% | $4,321+184.3% | $6,690+83.7% |
| Admin fee / account holder | $1,984 | $8,414-76.4% | $7,384-73.1% | $13,400-85.2% |