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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 | $251,141 | $72,071+248.5% | $68,368+267.3% | $137,256+83.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.07% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $721 | $2,788-74.2% | $2,649-72.8% | $4,156-82.7% |
| Participant deferral / active EE | $10,432 | $4,410+136.6% | $4,123+153.0% | $6,407+62.8% |
| Admin fee / account holder | $2,687 | $5,336-49.6% | $5,150-47.8% | $12,270-78.1% |