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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 | $335,216 | $175,257+91.3% | $149,717+123.9% | $139,456+140.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.13% | 166.70%-153.6pp | 134.41%-121.3pp | 373.45%-360.3pp |
| Employer contribution / active EE | $15,583 | $5,477+184.5% | $4,820+223.3% | $4,753+227.9% |
| Participant deferral / active EE | $10,631 | $6,521+63.0% | $5,682+87.1% | $6,711+58.4% |
| Admin fee / account holder | $25,563 | $16,156+58.2% | $13,213+93.5% | $11,407+124.1% |