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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 | $464,409 | $159,934+190.4% | $147,005+215.9% | $145,959+218.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 11.28% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $14,286 | $5,287+170.2% | $4,934+189.5% | $4,661+206.5% |
| Participant deferral / active EE | $10,543 | $8,427+25.1% | $8,070+30.6% | $6,689+57.6% |
| Admin fee / account holder | $4,381 | $15,053-70.9% | $13,006-66.3% | $13,398-67.3% |