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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 | $271,446 | $165,399+64.1% | $149,745+81.3% | $158,982+70.7% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 16.84% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $14,586 | $5,105+185.7% | $4,646+214.0% | $4,763+206.2% |
| Participant deferral / active EE | $8,835 | $7,183+23.0% | $6,843+29.1% | $5,983+47.7% |
| Admin fee / account holder | $7,879 | $10,811-27.1% | $9,312-15.4% | $11,252-30.0% |