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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 | $299,845 | $160,059+87.3% | $140,019+114.1% | $135,382+121.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 8.58% | 911.44%-902.9pp | 651.15%-642.6pp | 519.77%-511.2pp |
| Employer contribution / active EE | $13,154 | $6,420+104.9% | $5,605+134.7% | $4,779+175.3% |
| Participant deferral / active EE | $4,775 | $7,641-37.5% | $6,927-31.1% | $5,609-14.9% |
| Admin fee / account holder | $25,914 | $13,328+94.4% | $10,705+142.1% | $10,829+139.3% |