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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 | $328,715 | $93,124+253.0% | $77,100+326.4% | $134,545+144.3% |
| Participation rate | 58.3% | 74.5%-16.2pp | 67.9%-9.6pp | 81.2%-22.9pp |
| Annual return | 310.33% | 62.68%+247.6pp | 42.35%+268.0pp | 418.37%-108.0pp |
| Employer contribution / active EE | $4,849 | $3,421+41.7% | $2,815+72.2% | $4,742+2.3% |
| Participant deferral / active EE | $2,192 | $5,242-58.2% | $4,430-50.5% | $6,401-65.8% |
| Admin fee / account holder | $1,679 | $6,970-75.9% | $5,443-69.2% | $11,431-85.3% |