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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 | $357,393 | $159,934+123.5% | $147,005+143.1% | $145,959+144.9% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 23.09% | 98.24%-75.2pp | 418.76%-395.7pp | 561.95%-538.9pp |
| Employer contribution / active EE | $3,328 | $5,287-37.0% | $4,934-32.5% | $4,661-28.6% |
| Participant deferral / active EE | $6,354 | $8,427-24.6% | $8,070-21.3% | $6,689-5.0% |
| Admin fee / account holder | $905 | $15,053-94.0% | $13,006-93.0% | $13,398-93.2% |