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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 | $264,416 | $90,691+191.6% | $76,119+247.4% | $145,884+81.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 30.07% | 624.52%-594.4pp | 361.25%-331.2pp | 551.85%-521.8pp |
| Employer contribution / active EE | $4,301 | $3,329+29.2% | $2,693+59.7% | $4,662-7.8% |
| Participant deferral / active EE | $4,857 | $5,167-6.0% | $4,259+14.0% | $6,690-27.4% |
| Admin fee / account holder | $5,344 | $8,383-36.3% | $6,421-16.8% | $13,392-60.1% |