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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 | $313,942 | $160,040+96.2% | $147,096+113.4% | $145,877+115.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.40% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $4,164 | $5,289-21.3% | $4,936-15.6% | $4,663-10.7% |
| Participant deferral / active EE | $7,087 | $8,429-15.9% | $8,071-12.2% | $6,691+5.9% |
| Admin fee / account holder | $1,861 | $15,050-87.6% | $13,005-85.7% | $13,402-86.1% |