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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 | $252,893 | $160,040+58.0% | $147,096+71.9% | $145,877+73.4% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 13.79% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $13,506 | $5,289+155.3% | $4,936+173.6% | $4,663+189.6% |
| Participant deferral / active EE | $13,902 | $8,429+64.9% | $8,071+72.2% | $6,691+107.8% |
| Admin fee / account holder | $2,494 | $15,050-83.4% | $13,005-80.8% | $13,402-81.4% |