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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 | $254,964 | $217,427+17.3% | $185,837+37.2% | $167,518+52.2% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 21.62% | 148.39%-126.8pp | 122.08%-100.5pp | 478.71%-457.1pp |
| Employer contribution / active EE | $3,625 | $5,874-38.3% | $5,168-29.9% | $4,838-25.1% |
| Participant deferral / active EE | $11,376 | $6,357+78.9% | $5,568+104.3% | $6,342+79.4% |
| Admin fee / account holder | $37,850 | $19,816+91.0% | $16,241+133.0% | $12,312+207.4% |