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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 | $345,738 | $175,259+97.3% | $149,723+130.9% | $139,487+147.9% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.1pp |
| Annual return | 11.32% | 166.82%-155.5pp | 134.50%-123.2pp | 373.84%-362.5pp |
| Employer contribution / active EE | $4,367 | $5,478-20.3% | $4,821-9.4% | $4,755-8.2% |
| Participant deferral / active EE | $7,721 | $6,522+18.4% | $5,682+35.9% | $6,713+15.0% |
| Admin fee / account holder | $18,256 | $16,158+13.0% | $13,215+38.1% | $11,407+60.0% |