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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 | $165,361+64.2% | $149,715+81.3% | $158,950+70.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 16.84% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.1pp |
| Employer contribution / active EE | $14,586 | $5,103+185.8% | $4,645+214.0% | $4,762+206.3% |
| Participant deferral / active EE | $8,835 | $7,182+23.0% | $6,842+29.1% | $5,983+47.7% |
| Admin fee / account holder | $7,879 | $10,808-27.1% | $9,310-15.4% | $11,248-30.0% |