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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 | $273,442 | $175,231+56.0% | $149,696+82.7% | $139,466+96.1% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 20.14% | 166.77%-146.6pp | 134.46%-114.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $4,329 | $5,478-21.0% | $4,821-10.2% | $4,754-8.9% |
| Participant deferral / active EE | $4,942 | $6,521-24.2% | $5,682-13.0% | $6,712-26.4% |
| Admin fee / account holder | $2,394 | $16,155-85.2% | $13,212-81.9% | $11,409-79.0% |