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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 | $298,666 | $114,093+161.8% | $96,171+210.6% | $167,536+78.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 15.79% | 190.00%-174.2pp | 192.04%-176.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $4,116 | $3,429+20.0% | $2,799+47.1% | $4,839-14.9% |
| Participant deferral / active EE | $12,702 | $5,197+144.4% | $4,350+192.0% | $6,342+100.3% |
| Admin fee / account holder | $1,548 | $6,899-77.6% | $5,538-72.0% | $12,315-87.4% |