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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 | $341,284 | $159,934+113.4% | $147,005+132.2% | $145,959+133.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.23% | 98.24%-79.0pp | 418.76%-399.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $2,859 | $5,287-45.9% | $4,934-42.1% | $4,661-38.7% |
| Participant deferral / active EE | $16,912 | $8,427+100.7% | $8,070+109.6% | $6,689+152.9% |
| Admin fee / account holder | $17,595 | $15,053+16.9% | $13,006+35.3% | $13,398+31.3% |