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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 | $345,091 | $160,040+115.6% | $147,096+134.6% | $145,877+136.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.62% | 98.49%-74.9pp | 419.75%-396.1pp | 551.28%-527.7pp |
| Employer contribution / active EE | $5,429 | $5,289+2.6% | $4,936+10.0% | $4,663+16.4% |
| Participant deferral / active EE | $11,262 | $8,429+33.6% | $8,071+39.5% | $6,691+68.3% |
| Admin fee / account holder | $4,705 | $15,050-68.7% | $13,005-63.8% | $13,402-64.9% |