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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 | $472,864 | $208,088+127.2% | $186,193+154.0% | $154,746+205.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 15.46% | 89.97%-74.5pp | 78.03%-62.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,323 | $4,340-23.4% | $3,918-15.2% | $4,379-24.1% |
| Participant deferral / active EE | $10,755 | $7,078+51.9% | $6,513+65.1% | $6,730+59.8% |
| Admin fee / account holder | $19,966 | $11,698+70.7% | $11,058+80.6% | $14,365+39.0% |