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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 | $311,217 | $165,361+88.2% | $149,715+107.9% | $158,950+95.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 25.04% | 348.24%-323.2pp | 276.66%-251.6pp | 302.91%-277.9pp |
| Employer contribution / active EE | $2,613 | $5,103-48.8% | $4,645-43.7% | $4,762-45.1% |
| Participant deferral / active EE | $7,518 | $7,182+4.7% | $6,842+9.9% | $5,983+25.7% |
| Admin fee / account holder | $7,907 | $10,808-26.8% | $9,310-15.1% | $11,248-29.7% |