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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 | $366,996 | $209,425+75.2% | $178,499+105.6% | $158,966+130.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.77% | 188.80%-173.0pp | 151.10%-135.3pp | 302.95%-287.2pp |
| Employer contribution / active EE | $1,584 | $5,707-72.2% | $5,011-68.4% | $4,762-66.7% |
| Participant deferral / active EE | $6,507 | $5,955+9.3% | $5,202+25.1% | $5,983+8.8% |
| Admin fee / account holder | $876 | $17,078-94.9% | $13,986-93.7% | $11,250-92.2% |