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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 | $362,038 | $88,815+307.6% | $81,882+342.1% | $145,897+148.1% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 16.10% | 1033.75%-1017.6pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,927 | $3,086-5.2% | $2,916+0.4% | $4,663-37.2% |
| Participant deferral / active EE | $8,352 | $4,647+79.7% | $4,323+93.2% | $6,689+24.9% |
| Admin fee / account holder | $1,859 | $8,434-78.0% | $7,360-74.7% | $13,390-86.1% |