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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 | $355,270 | $160,040+122.0% | $147,096+141.5% | $145,877+143.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.84% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,156 | $5,289-59.2% | $4,936-56.3% | $4,663-53.8% |
| Participant deferral / active EE | $7,354 | $8,429-12.8% | $8,071-8.9% | $6,691+9.9% |
| Admin fee / account holder | $65,276 | $15,050+333.7% | $13,005+401.9% | $13,402+387.1% |