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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 | $314,204 | $156,963+100.2% | $121,204+159.2% | $139,466+125.3% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 30.16% | 1476.75%-1446.6pp | 987.18%-957.0pp | 373.66%-343.5pp |
| Employer contribution / active EE | $840 | $5,544-84.8% | $4,170-79.9% | $4,754-82.3% |
| Participant deferral / active EE | $4,556 | $4,848-6.0% | $4,083+11.6% | $6,712-32.1% |
| Admin fee / account holder | $752 | $6,953-89.2% | $5,651-86.7% | $11,409-93.4% |