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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 | $313,240 | $159,934+95.9% | $147,005+113.1% | $145,959+114.6% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 27.61% | 98.24%-70.6pp | 418.76%-391.2pp | 561.95%-534.3pp |
| Employer contribution / active EE | $4,475 | $5,287-15.4% | $4,934-9.3% | $4,661-4.0% |
| Participant deferral / active EE | $7,550 | $8,427-10.4% | $8,070-6.4% | $6,689+12.9% |
| Admin fee / account holder | $22,473 | $15,053+49.3% | $13,006+72.8% | $13,398+67.7% |