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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 | $282,922 | $169,356+67.1% | $129,406+118.6% | $145,897+93.9% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 11.84% | 14418.62%-14406.8pp | 9468.18%-9456.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $490 | $5,542-91.2% | $4,155-88.2% | $4,663-89.5% |
| Participant deferral / active EE | $2,709 | $4,987-45.7% | $4,167-35.0% | $6,689-59.5% |
| Admin fee / account holder | $7,931 | $9,915-20.0% | $7,689+3.1% | $13,390-40.8% |