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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 | $340,153 | $198,457+71.4% | $170,435+99.6% | $147,586+130.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 18.29% | 257.30%-239.0pp | 205.94%-187.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $2,701 | $6,183-56.3% | $5,432-50.3% | $4,876-44.6% |
| Participant deferral / active EE | $3,652 | $5,629-35.1% | $4,939-26.1% | $5,439-32.9% |
| Admin fee / account holder | $29,867 | $16,852+77.2% | $13,881+115.2% | $10,886+174.4% |