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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 | $433,973 | $289,211+50.1% | $260,467+66.6% | $198,609+118.5% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 15.24% | 112.90%-97.7pp | 100.60%-85.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $16,901 | $4,663+262.4% | $4,239+298.7% | $5,055+234.3% |
| Participant deferral / active EE | $18,167 | $6,812+166.7% | $6,319+187.5% | $6,977+160.4% |
| Admin fee / account holder | $1,358 | $16,236-91.6% | $15,461-91.2% | $19,030-92.9% |