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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 | $346,335 | $160,070+116.4% | $147,117+135.4% | $145,897+137.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.35% | 98.69%-73.3pp | 420.54%-395.2pp | 552.29%-526.9pp |
| Employer contribution / active EE | $4,346 | $5,285-17.8% | $4,932-11.9% | $4,663-6.8% |
| Participant deferral / active EE | $18,250 | $8,419+116.8% | $8,065+126.3% | $6,689+172.8% |
| Admin fee / account holder | $7,138 | $15,035-52.5% | $12,993-45.1% | $13,390-46.7% |