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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 | $318,152 | $159,978+98.9% | $147,041+116.4% | $145,978+117.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.61% | 98.36%-85.8pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $12,500 | $5,288+136.4% | $4,935+153.3% | $4,662+168.1% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,690+204.0% |
| Admin fee / account holder | $2,286 | $15,053-84.8% | $13,006-82.4% | $13,400-82.9% |