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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 | $729,269 | $208,088+250.5% | $186,193+291.7% | $154,746+371.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 47.10% | 89.97%-42.9pp | 78.03%-30.9pp | 172.34%-125.2pp |
| Employer contribution / active EE | $8,163 | $4,340+88.1% | $3,918+108.3% | $4,379+86.4% |
| Participant deferral / active EE | $9,083 | $7,078+28.3% | $6,513+39.5% | $6,730+35.0% |
| Admin fee / account holder | $5,802 | $11,698-50.4% | $11,058-47.5% | $14,365-59.6% |