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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 | $265,648 | $114,093+132.8% | $96,171+176.2% | $167,536+58.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 15.77% | 190.00%-174.2pp | 192.04%-176.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $2,722 | $3,429-20.6% | $2,799-2.7% | $4,839-43.7% |
| Participant deferral / active EE | $8,112 | $5,197+56.1% | $4,350+86.5% | $6,342+27.9% |
| Admin fee / account holder | $1,156 | $6,899-83.2% | $5,538-79.1% | $12,315-90.6% |