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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 | $252,997 | $160,040+58.1% | $147,096+72.0% | $145,877+73.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 38.35% | 98.49%-60.1pp | 419.75%-381.4pp | 551.28%-512.9pp |
| Employer contribution / active EE | $6,253 | $5,289+18.2% | $4,936+26.7% | $4,663+34.1% |
| Participant deferral / active EE | $11,069 | $8,429+31.3% | $8,071+37.1% | $6,691+65.4% |
| Admin fee / account holder | $17,866 | $15,050+18.7% | $13,005+37.4% | $13,402+33.3% |