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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 | $453,561 | $134,817+236.4% | $123,973+265.9% | $155,188+192.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 18.57% | 515.49%-496.9pp | 388.13%-369.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,704 | $4,425-61.5% | $4,126-58.7% | $4,248-59.9% |
| Participant deferral / active EE | $6,367 | $5,706+11.6% | $5,247+21.3% | $6,531-2.5% |
| Admin fee / account holder | $594 | $13,245-95.5% | $11,799-95.0% | $14,480-95.9% |