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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 | $290,734 | $109,908+164.5% | $97,161+199.2% | $145,978+99.2% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 13.06% | 243.80%-230.7pp | 75.36%-62.3pp | 550.52%-537.5pp |
| Employer contribution / active EE | $26,947 | $3,077+775.7% | $2,723+889.5% | $4,662+478.0% |
| Participant deferral / active EE | $14,188 | $4,679+203.2% | $4,265+232.6% | $6,690+112.1% |
| Admin fee / account holder | $1,139 | $6,213-81.7% | $5,647-79.8% | $13,400-91.5% |