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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 | $394,210 | $176,120+123.8% | $159,487+147.2% | $167,553+135.3% |
| Participation rate | 56.3% | 85.0%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 16.49% | 331.95%-315.5pp | 263.71%-247.2pp | 478.89%-462.4pp |
| Employer contribution / active EE | $1,288 | $5,299-75.7% | $4,831-73.4% | $4,840-73.4% |
| Participant deferral / active EE | $6,696 | $7,752-13.6% | $7,354-8.9% | $6,343+5.6% |
| Admin fee / account holder | $9,867 | $12,561-21.4% | $10,804-8.7% | $12,316-19.9% |