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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 | $268,030 | $72,446+270.0% | $67,561+296.7% | $145,877+83.7% |
| Participation rate | 69.6% | 76.9%-7.3pp | 72.9%-3.3pp | 80.3%-10.7pp |
| Annual return | 13.15% | 7211.98%-7198.8pp | 3525.44%-3512.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,630 | $3,072+50.7% | $2,735+69.3% | $4,663-0.7% |
| Participant deferral / active EE | $1,080 | $4,785-77.4% | $4,003-73.0% | $6,691-83.9% |
| Admin fee / account holder | $3,644 | $5,541-34.2% | $4,006-9.0% | $13,402-72.8% |