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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 | $305,021 | $198,457+53.7% | $170,435+79.0% | $147,586+106.7% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 22.81% | 257.30%-234.5pp | 205.94%-183.1pp | 578.59%-555.8pp |
| Employer contribution / active EE | $2,107 | $6,183-65.9% | $5,432-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $5,474 | $5,629-2.8% | $4,939+10.8% | $5,439+0.6% |
| Admin fee / account holder | $2,848 | $16,852-83.1% | $13,881-79.5% | $10,886-73.8% |