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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 | $300,140 | $165,381+81.5% | $149,730+100.5% | $158,966+88.8% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 10.27% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.7pp |
| Employer contribution / active EE | $3,594 | $5,104-29.6% | $4,645-22.6% | $4,762-24.5% |
| Participant deferral / active EE | $10,970 | $7,182+52.7% | $6,843+60.3% | $5,983+83.3% |
| Admin fee / account holder | $4,231 | $10,809-60.9% | $9,310-54.6% | $11,250-62.4% |