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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 | $471,911 | $110,801+325.9% | $86,615+444.8% | $167,536+181.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 19.60% | 116.96%-97.4pp | 63.51%-43.9pp | 478.82%-459.2pp |
| Employer contribution / active EE | $2,978 | $3,245-8.2% | $2,496+19.3% | $4,839-38.5% |
| Participant deferral / active EE | $5,956 | $4,547+31.0% | $3,699+61.0% | $6,342-6.1% |
| Admin fee / account holder | $2,293 | $8,417-72.8% | $5,830-60.7% | $12,315-81.4% |