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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 | $268,328 | $183,539+46.2% | $155,556+72.5% | $145,897+83.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.10% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $12,345 | $5,315+132.3% | $4,675+164.0% | $4,663+164.8% |
| Participant deferral / active EE | $10,462 | $6,467+61.8% | $5,631+85.8% | $6,689+56.4% |
| Admin fee / account holder | $2,908 | $19,275-84.9% | $15,885-81.7% | $13,390-78.3% |