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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 | $285,866 | $88,710+222.2% | $81,783+249.5% | $145,959+95.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 10.86% | 1027.26%-1016.4pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $6,889 | $3,083+123.4% | $2,913+136.5% | $4,661+47.8% |
| Participant deferral / active EE | $15,284 | $4,645+229.0% | $4,320+253.8% | $6,689+128.5% |
| Admin fee / account holder | $2,203 | $8,407-73.8% | $7,380-70.1% | $13,398-83.6% |