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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 | $405,041 | $209,428+93.4% | $178,498+126.9% | $158,950+154.8% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 18.66% | 188.78%-170.1pp | 151.09%-132.4pp | 302.91%-284.2pp |
| Employer contribution / active EE | $2,909 | $5,707-49.0% | $5,011-41.9% | $4,762-38.9% |
| Participant deferral / active EE | $7,278 | $5,955+22.2% | $5,202+39.9% | $5,983+21.7% |
| Admin fee / account holder | $16,506 | $17,077-3.3% | $13,985+18.0% | $11,248+46.7% |