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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 | $318,327 | $169,356+88.0% | $129,406+146.0% | $145,897+118.2% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.6%-15.1pp | 80.3%-25.8pp |
| Annual return | 13.99% | 14418.62%-14404.6pp | 9468.18%-9454.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,154 | $5,542-79.2% | $4,155-72.2% | $4,663-75.3% |
| Participant deferral / active EE | $2,014 | $4,987-59.6% | $4,167-51.7% | $6,689-69.9% |
| Admin fee / account holder | $32,338 | $9,915+226.1% | $7,689+320.6% | $13,390+141.5% |