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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 | $335,090 | $217,432+54.1% | $185,849+80.3% | $167,536+100.0% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 16.63% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,446 | $5,875-58.4% | $5,169-52.7% | $4,839-49.5% |
| Participant deferral / active EE | $3,693 | $6,357-41.9% | $5,569-33.7% | $6,342-41.8% |
| Admin fee / account holder | $32,852 | $19,818+65.8% | $16,244+102.2% | $12,315+166.8% |