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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 | $371,698 | $175,231+112.1% | $149,696+148.3% | $139,466+166.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 11.45% | 166.77%-155.3pp | 134.46%-123.0pp | 373.66%-362.2pp |
| Employer contribution / active EE | $3,677 | $5,478-32.9% | $4,821-23.7% | $4,754-22.6% |
| Participant deferral / active EE | $12,470 | $6,521+91.2% | $5,682+119.5% | $6,712+85.8% |
| Admin fee / account holder | $756 | $16,155-95.3% | $13,212-94.3% | $11,409-93.4% |