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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 | $160,070+95.7% | $147,117+112.9% | $145,897+114.7% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 27.61% | 98.69%-71.1pp | 420.54%-392.9pp | 552.29%-524.7pp |
| Employer contribution / active EE | $4,475 | $5,285-15.3% | $4,932-9.3% | $4,663-4.0% |
| Participant deferral / active EE | $7,550 | $8,419-10.3% | $8,065-6.4% | $6,689+12.9% |
| Admin fee / account holder | $22,473 | $15,035+49.5% | $12,993+73.0% | $13,390+67.8% |