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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 | $351,407 | $183,978+91.0% | $162,171+116.7% | $152,885+129.9% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 29.56% | 150.78%-121.2pp | 115.60%-86.0pp | 345.39%-315.8pp |
| Employer contribution / active EE | $14,800 | $6,370+132.3% | $5,613+163.7% | $4,763+210.7% |
| Participant deferral / active EE | $10,000 | $8,033+24.5% | $7,297+37.0% | $5,851+70.9% |
| Admin fee / account holder | $1,114 | $13,122-91.5% | $10,843-89.7% | $11,598-90.4% |