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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 | $435,041 | $198,457+119.2% | $170,435+155.3% | $147,586+194.8% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 13.18% | 257.30%-244.1pp | 205.94%-192.8pp | 578.59%-565.4pp |
| Employer contribution / active EE | $2,016 | $6,183-67.4% | $5,432-62.9% | $4,876-58.7% |
| Participant deferral / active EE | $4,403 | $5,629-21.8% | $4,939-10.9% | $5,439-19.0% |
| Admin fee / account holder | $2,754 | $16,852-83.7% | $13,881-80.2% | $10,886-74.7% |