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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 | $260,287 | $175,231+48.5% | $149,696+73.9% | $139,466+86.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.81% | 166.77%-144.0pp | 134.46%-111.6pp | 373.66%-350.8pp |
| Employer contribution / active EE | $3,423 | $5,478-37.5% | $4,821-29.0% | $4,754-28.0% |
| Participant deferral / active EE | $3,371 | $6,521-48.3% | $5,682-40.7% | $6,712-49.8% |
| Admin fee / account holder | $3,259 | $16,155-79.8% | $13,212-75.3% | $11,409-71.4% |