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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 | $295,409 | $183,516+61.0% | $155,534+89.9% | $145,884+102.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 16.36% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $34,343 | $5,315+546.2% | $4,675+634.6% | $4,662+636.6% |
| Participant deferral / active EE | $12,097 | $6,467+87.1% | $5,630+114.9% | $6,690+80.8% |
| Admin fee / account holder | $9,243 | $19,293-52.1% | $15,900-41.9% | $13,392-31.0% |