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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 | $372,813 | $183,539+103.1% | $155,556+139.7% | $145,897+155.5% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 28.00% | 61.31%-33.3pp | 64.84%-36.8pp | 552.29%-524.3pp |
| Employer contribution / active EE | $16,706 | $5,315+214.3% | $4,675+257.3% | $4,663+258.3% |
| Participant deferral / active EE | $12,708 | $6,467+96.5% | $5,631+125.7% | $6,689+90.0% |
| Admin fee / account holder | $5,599 | $19,275-70.9% | $15,885-64.8% | $13,390-58.2% |