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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 | $315,193 | $209,425+50.5% | $178,499+76.6% | $158,966+98.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 9.38% | 188.80%-179.4pp | 151.10%-141.7pp | 302.95%-293.6pp |
| Employer contribution / active EE | $2,673 | $5,707-53.2% | $5,011-46.7% | $4,762-43.9% |
| Participant deferral / active EE | $7,650 | $5,955+28.5% | $5,202+47.1% | $5,983+27.9% |
| Admin fee / account holder | $2,038 | $17,078-88.1% | $13,986-85.4% | $11,250-81.9% |