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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 | $331,790 | $148,623+123.2% | $135,974+144.0% | $139,466+137.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.43% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,889 | $5,246-44.9% | $4,859-40.5% | $4,754-39.2% |
| Participant deferral / active EE | $10,935 | $8,103+35.0% | $7,760+40.9% | $6,712+62.9% |
| Admin fee / account holder | $24,430 | $12,406+96.9% | $10,767+126.9% | $11,409+114.1% |