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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 | $496,724 | $159,978+210.5% | $147,041+237.8% | $145,978+240.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.49% | 98.36%-82.9pp | 419.21%-403.7pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,551 | $5,288-70.7% | $4,935-68.6% | $4,662-66.7% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,690+204.0% |
| Admin fee / account holder | $16,742 | $15,053+11.2% | $13,006+28.7% | $13,400+24.9% |