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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 | $272,371 | $110,093+147.4% | $97,295+179.9% | $145,897+86.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 9.71% | 244.76%-235.0pp | 75.62%-65.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,099 | $3,077+33.2% | $2,723+50.6% | $4,663-12.1% |
| Participant deferral / active EE | $14,901 | $4,678+218.5% | $4,264+249.5% | $6,689+122.8% |
| Admin fee / account holder | $406 | $6,212-93.5% | $5,646-92.8% | $13,390-97.0% |