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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 | $256,669 | $198,457+29.3% | $170,435+50.6% | $147,586+73.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 21.30% | 257.30%-236.0pp | 205.94%-184.6pp | 578.59%-557.3pp |
| Employer contribution / active EE | $8,925 | $6,183+44.4% | $5,432+64.3% | $4,876+83.0% |
| Participant deferral / active EE | $8,504 | $5,629+51.1% | $4,939+72.2% | $5,439+56.4% |
| Admin fee / account holder | $6,049 | $16,852-64.1% | $13,881-56.4% | $10,886-44.4% |