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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 | $321,694 | $225,673+42.5% | $203,872+57.8% | $155,188+107.3% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 14.43% | 95.91%-81.5pp | 85.11%-70.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $7,633 | $4,099+86.2% | $3,757+103.1% | $4,248+79.7% |
| Participant deferral / active EE | $7,698 | $6,893+11.7% | $6,388+20.5% | $6,531+17.9% |
| Admin fee / account holder | $2,029 | $12,327-83.5% | $11,730-82.7% | $14,480-86.0% |