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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 | $160,028+155.3% | $147,080+177.8% | $145,884+180.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.54% | 98.60%-76.1pp | 420.17%-397.6pp | 551.85%-529.3pp |
| Employer contribution / active EE | $2,269 | $5,286-57.1% | $4,933-54.0% | $4,662-51.3% |
| Participant deferral / active EE | $15,230 | $8,422+80.8% | $8,066+88.8% | $6,690+127.7% |
| Admin fee / account holder | $428 | $15,030-97.2% | $12,989-96.7% | $13,392-96.8% |