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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 | $311,193 | $72,071+331.8% | $68,368+355.2% | $137,256+126.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 20.03% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,040 | $2,788+44.9% | $2,649+52.5% | $4,156-2.8% |
| Participant deferral / active EE | $7,110 | $4,410+61.2% | $4,123+72.4% | $6,407+11.0% |
| Admin fee / account holder | $1,302 | $5,336-75.6% | $5,150-74.7% | $12,270-89.4% |