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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 | $427,490 | $160,070+167.1% | $147,117+190.6% | $145,897+193.0% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 11.09% | 98.69%-87.6pp | 420.54%-409.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,662 | $5,285-30.7% | $4,932-25.8% | $4,663-21.5% |
| Participant deferral / active EE | $10,945 | $8,419+30.0% | $8,065+35.7% | $6,689+63.6% |
| Admin fee / account holder | $46,210 | $15,035+207.3% | $12,993+255.7% | $13,390+245.1% |