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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 | $292,323 | $160,040+82.7% | $147,096+98.7% | $145,877+100.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 12.23% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.1pp |
| Employer contribution / active EE | $16,309 | $5,289+208.3% | $4,936+230.4% | $4,663+249.8% |
| Participant deferral / active EE | $10,856 | $8,429+28.8% | $8,071+34.5% | $6,691+62.3% |
| Admin fee / account holder | $16,014 | $15,050+6.4% | $13,005+23.1% | $13,402+19.5% |