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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 | $339,525 | $171,492+98.0% | $150,734+125.2% | $198,609+71.0% |
| Participation rate | 42.9% | 81.4%-38.6pp | 78.4%-35.6pp | 82.4%-39.5pp |
| Annual return | 15.71% | 804.70%-789.0pp | 600.81%-585.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $3,504 | $5,470-35.9% | $4,918-28.8% | $5,055-30.7% |
| Participant deferral / active EE | $5,764 | $6,259-7.9% | $5,610+2.7% | $6,977-17.4% |
| Admin fee / account holder | $6,261 | $17,628-64.5% | $14,905-58.0% | $19,030-67.1% |