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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 | $362,057 | $159,934+126.4% | $147,005+146.3% | $145,959+148.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 552.07% | 98.24%+453.8pp | 418.76%+133.3pp | 561.95%-9.9pp |
| Employer contribution / active EE | $1,550 | $5,287-70.7% | $4,934-68.6% | $4,661-66.7% |
| Participant deferral / active EE | $9,275 | $8,427+10.1% | $8,070+14.9% | $6,689+38.7% |
| Admin fee / account holder | $1,324 | $15,053-91.2% | $13,006-89.8% | $13,398-90.1% |