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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 | $277,640 | $174,379+59.2% | $152,093+82.5% | $138,895+99.9% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 11258.14% | 74.86%+11183.3pp | 66.36%+11191.8pp | 145.39%+11112.7pp |
| Employer contribution / active EE | $1,503 | $4,652-67.7% | $4,175-64.0% | $4,194-64.2% |
| Participant deferral / active EE | $4,505 | $6,159-26.9% | $5,451-17.4% | $6,396-29.6% |
| Admin fee / account holder | $358 | $16,880-97.9% | $14,497-97.5% | $12,562-97.1% |