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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 | $437,122 | $160,028+173.2% | $147,080+197.2% | $145,884+199.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.49% | 98.60%-71.1pp | 420.17%-392.7pp | 551.85%-524.4pp |
| Employer contribution / active EE | $4,758 | $5,286-10.0% | $4,933-3.5% | $4,662+2.1% |
| Participant deferral / active EE | $11,992 | $8,422+42.4% | $8,066+48.7% | $6,690+79.3% |
| Admin fee / account holder | $4,278 | $15,030-71.5% | $12,989-67.1% | $13,392-68.1% |