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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 | $348,102 | $209,428+66.2% | $178,498+95.0% | $158,950+119.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 18.34% | 188.78%-170.4pp | 151.09%-132.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $1,411 | $5,707-75.3% | $5,011-71.8% | $4,762-70.4% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $71,052 | $17,077+316.1% | $13,985+408.0% | $11,248+531.7% |