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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 | $442,407 | $209,428+111.2% | $178,498+147.8% | $158,950+178.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 18.05% | 188.78%-170.7pp | 151.09%-133.0pp | 302.91%-284.9pp |
| Employer contribution / active EE | $2,414 | $5,707-57.7% | $5,011-51.8% | $4,762-49.3% |
| Participant deferral / active EE | $7,242 | $5,955+21.6% | $5,202+39.2% | $5,983+21.1% |
| Admin fee / account holder | $51,389 | $17,077+200.9% | $13,985+267.4% | $11,248+356.9% |