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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 | $331,858 | $165,381+100.7% | $149,730+121.6% | $158,966+108.8% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 10.31% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.6pp |
| Employer contribution / active EE | $2,004 | $5,104-60.7% | $4,645-56.9% | $4,762-57.9% |
| Participant deferral / active EE | $4,104 | $7,182-42.9% | $6,843-40.0% | $5,983-31.4% |
| Admin fee / account holder | $1,287 | $10,809-88.1% | $9,310-86.2% | $11,250-88.6% |