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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 | $304,463 | $175,231+73.7% | $149,696+103.4% | $139,466+118.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.98% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $5,232 | $5,478-4.5% | $4,821+8.5% | $4,754+10.0% |
| Participant deferral / active EE | $7,333 | $6,521+12.5% | $5,682+29.1% | $6,712+9.3% |
| Admin fee / account holder | $1,222 | $16,155-92.4% | $13,212-90.7% | $11,409-89.3% |