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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 | $292,919 | $202,342+44.8% | $172,752+69.6% | $152,897+91.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.21% | 1029.83%-1006.6pp | 802.97%-779.8pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,167 | $5,858-63.0% | $5,144-57.9% | $4,764-54.5% |
| Participant deferral / active EE | $4,402 | $5,948-26.0% | $5,198-15.3% | $5,851-24.8% |
| Admin fee / account holder | $13,953 | $17,111-18.5% | $13,9550% | $11,599+20.3% |