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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 | $328,723 | $160,040+105.4% | $147,096+123.5% | $145,877+125.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.65% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,352 | $5,289-36.6% | $4,936-32.1% | $4,663-28.1% |
| Participant deferral / active EE | $8,964 | $8,429+6.3% | $8,071+11.1% | $6,691+34.0% |
| Admin fee / account holder | $665 | $15,050-95.6% | $13,005-94.9% | $13,402-95.0% |