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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 | $274,396 | $160,059+71.4% | $140,019+96.0% | $135,379+102.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -1.43% | 911.44%-912.9pp | 651.15%-652.6pp | 519.79%-521.2pp |
| Employer contribution / active EE | $16,440 | $6,420+156.1% | $5,605+193.3% | $4,779+244.0% |
| Participant deferral / active EE | $13,667 | $7,641+78.9% | $6,927+97.3% | $5,609+143.7% |
| Admin fee / account holder | $14,501 | $13,328+8.8% | $10,705+35.5% | $10,828+33.9% |