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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 | $413,327 | $107,341+285.1% | $92,897+344.9% | $152,870+170.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 20.00% | 145.59%-125.6pp | 109.42%-89.4pp | 345.34%-325.3pp |
| Employer contribution / active EE | $997 | $4,221-76.4% | $3,653-72.7% | $4,763-79.1% |
| Participant deferral / active EE | $15,667 | $4,847+223.2% | $4,238+269.7% | $5,850+167.8% |
| Admin fee / account holder | $2,952 | $7,080-58.3% | $5,794-49.1% | $11,597-74.5% |