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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 | $365,534 | $175,231+108.6% | $149,696+144.2% | $139,466+162.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.29% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,484 | $5,478-54.7% | $4,821-48.5% | $4,754-47.7% |
| Participant deferral / active EE | $7,793 | $6,521+19.5% | $5,682+37.1% | $6,712+16.1% |
| Admin fee / account holder | $71,953 | $16,155+345.4% | $13,212+444.6% | $11,409+530.7% |