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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 | $271,473 | $175,231+54.9% | $149,696+81.3% | $139,466+94.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.54% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $3,000 | $5,478-45.2% | $4,821-37.8% | $4,754-36.9% |
| Participant deferral / active EE | $14,925 | $6,521+128.9% | $5,682+162.7% | $6,712+122.4% |
| Admin fee / account holder | $74,424 | $16,155+360.7% | $13,212+463.3% | $11,409+552.3% |