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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 | $389,308 | $209,428+85.9% | $178,498+118.1% | $158,950+144.9% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 11.36% | 188.78%-177.4pp | 151.09%-139.7pp | 302.91%-291.5pp |
| Employer contribution / active EE | $3,818 | $5,707-33.1% | $5,011-23.8% | $4,762-19.8% |
| Participant deferral / active EE | $8,453 | $5,955+42.0% | $5,202+62.5% | $5,983+41.3% |
| Admin fee / account holder | $3,253 | $17,077-81.0% | $13,985-76.7% | $11,248-71.1% |