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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 | $268,993 | $88,778+203.0% | $81,844+228.7% | $145,884+84.4% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 16.08% | 1033.03%-1017.0pp | 778.87%-762.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $9,191 | $3,087+197.7% | $2,916+215.2% | $4,662+97.1% |
| Participant deferral / active EE | $7,577 | $4,648+63.0% | $4,323+75.3% | $6,690+13.3% |
| Admin fee / account holder | $1,121 | $8,430-86.7% | $7,355-84.8% | $13,392-91.6% |