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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 | $390,600 | $124,425+213.9% | $112,040+248.6% | $137,256+184.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 70.05% | 24.72%+45.3pp | 24.52%+45.5pp | 220.34%-150.3pp |
| Employer contribution / active EE | $3,239 | $3,411-5.0% | $2,954+9.7% | $4,156-22.1% |
| Participant deferral / active EE | $11,846 | $5,718+107.2% | $5,098+132.4% | $6,407+84.9% |
| Admin fee / account holder | $451 | $15,207-97.0% | $12,098-96.3% | $12,270-96.3% |