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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 | $257,420 | $169,336+52.0% | $129,384+99.0% | $145,884+76.5% |
| Participation rate | 46.7% | 76.5%-29.8pp | 69.6%-23.0pp | 80.3%-33.6pp |
| Annual return | 13.57% | 14408.70%-14395.1pp | 9461.77%-9448.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,025 | $5,540-27.3% | $4,153-3.1% | $4,662-13.7% |
| Participant deferral / active EE | $7,337 | $4,985+47.2% | $4,166+76.1% | $6,690+9.7% |
| Admin fee / account holder | $7,488 | $9,912-24.5% | $7,686-2.6% | $13,392-44.1% |