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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 | $408,598 | $159,934+155.5% | $147,005+177.9% | $145,959+179.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.54% | 98.24%-75.7pp | 418.76%-396.2pp | 561.95%-539.4pp |
| Employer contribution / active EE | $2,269 | $5,287-57.1% | $4,934-54.0% | $4,661-51.3% |
| Participant deferral / active EE | $15,230 | $8,427+80.7% | $8,070+88.7% | $6,689+127.7% |
| Admin fee / account holder | $428 | $15,053-97.2% | $13,006-96.7% | $13,398-96.8% |