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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 | $160,028+96.2% | $147,080+113.4% | $145,884+115.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.40% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,164 | $5,286-21.2% | $4,933-15.6% | $4,662-10.7% |
| Participant deferral / active EE | $7,087 | $8,422-15.8% | $8,066-12.1% | $6,690+5.9% |
| Admin fee / account holder | $1,861 | $15,030-87.6% | $12,989-85.7% | $13,392-86.1% |