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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 | $386,544 | $166,268+132.5% | $165,100+134.1% | $145,897+164.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.06% | 100.52%-85.5pp | 70.21%-55.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $30,183 | $5,284+471.2% | $4,348+594.2% | $4,663+547.3% |
| Participant deferral / active EE | $16,194 | $6,964+132.5% | $6,035+168.3% | $6,689+142.1% |
| Admin fee / account holder | $2,692 | $16,659-83.8% | $12,696-78.8% | $13,390-79.9% |