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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 | $399,010 | $165,361+141.3% | $149,715+166.5% | $158,950+151.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.90% | 348.24%-325.3pp | 276.66%-253.8pp | 302.91%-280.0pp |
| Employer contribution / active EE | $2,405 | $5,103-52.9% | $4,645-48.2% | $4,762-49.5% |
| Participant deferral / active EE | $16,000 | $7,182+122.8% | $6,842+133.8% | $5,983+167.4% |
| Admin fee / account holder | $2,525 | $10,808-76.6% | $9,310-72.9% | $11,248-77.6% |