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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 | $300,410 | $209,425+43.4% | $178,499+68.3% | $158,966+89.0% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 9.59% | 188.80%-179.2pp | 151.10%-141.5pp | 302.95%-293.4pp |
| Employer contribution / active EE | $4,273 | $5,707-25.1% | $5,011-14.7% | $4,762-10.3% |
| Participant deferral / active EE | $3,644 | $5,955-38.8% | $5,202-29.9% | $5,983-39.1% |
| Admin fee / account holder | $147,191 | $17,078+761.9% | $13,986+952.4% | $11,250+1208.4% |