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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 | $253,978 | $100,938+151.6% | $90,461+180.8% | $158,982+59.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 11.19% | 1727.20%-1716.0pp | 1294.76%-1283.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $1,813 | $3,691-50.9% | $3,264-44.4% | $4,763-61.9% |
| Participant deferral / active EE | $9,292 | $4,350+113.6% | $3,964+134.4% | $5,983+55.3% |
| Admin fee / account holder | $1,957 | $6,510-69.9% | $5,617-65.2% | $11,252-82.6% |