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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 | $315,110 | $183,592+71.6% | $155,567+102.6% | $145,959+115.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 43.40% | 61.24%-17.8pp | 64.74%-21.3pp | 561.95%-518.5pp |
| Employer contribution / active EE | $8,767 | $5,315+65.0% | $4,674+87.6% | $4,661+88.1% |
| Participant deferral / active EE | $2,875 | $6,464-55.5% | $5,628-48.9% | $6,689-57.0% |
| Admin fee / account holder | $18,944 | $19,318-1.9% | $15,916+19.0% | $13,398+41.4% |