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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 | $330,853 | $159,978+106.8% | $147,041+125.0% | $145,978+126.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.15% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $12,333 | $5,288+133.2% | $4,935+149.9% | $4,662+164.6% |
| Participant deferral / active EE | $18,333 | $8,429+117.5% | $8,071+127.2% | $6,690+174.1% |
| Admin fee / account holder | $1,586 | $15,053-89.5% | $13,006-87.8% | $13,400-88.2% |