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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 | $387,571 | $183,592+111.1% | $155,567+149.1% | $145,959+165.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 10.87% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $7,654 | $5,315+44.0% | $4,674+63.8% | $4,661+64.2% |
| Participant deferral / active EE | $8,714 | $6,464+34.8% | $5,628+54.8% | $6,689+30.3% |
| Admin fee / account holder | $12,649 | $19,318-34.5% | $15,916-20.5% | $13,398-5.6% |