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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 | $280,998 | $111,535+151.9% | $105,223+167.0% | $137,256+104.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.51% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,620 | $3,939-33.5% | $3,689-29.0% | $4,156-37.0% |
| Participant deferral / active EE | $9,754 | $5,500+77.3% | $5,072+92.3% | $6,407+52.2% |
| Admin fee / account holder | $23,377 | $9,721+140.5% | $8,859+163.9% | $12,270+90.5% |