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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 | $261,453 | $129,737+101.5% | $119,126+119.5% | $154,746+69.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 18.39% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $7,151 | $4,375+63.5% | $4,034+77.3% | $4,379+63.3% |
| Participant deferral / active EE | $3,068 | $5,842-47.5% | $5,318-42.3% | $6,730-54.4% |
| Admin fee / account holder | $19,946 | $11,961+66.8% | $10,693+86.5% | $14,365+38.8% |