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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 | $345,091 | $160,070+115.6% | $147,117+134.6% | $145,897+136.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.62% | 98.69%-75.1pp | 420.54%-396.9pp | 552.29%-528.7pp |
| Employer contribution / active EE | $5,429 | $5,285+2.7% | $4,932+10.1% | $4,663+16.4% |
| Participant deferral / active EE | $11,262 | $8,419+33.8% | $8,065+39.7% | $6,689+68.4% |
| Admin fee / account holder | $4,705 | $15,035-68.7% | $12,993-63.8% | $13,390-64.9% |