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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 | $270,881 | $160,028+69.3% | $147,080+84.2% | $145,884+85.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.56% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $21,602 | $5,286+308.7% | $4,933+337.9% | $4,662+363.3% |
| Participant deferral / active EE | $9,558 | $8,422+13.5% | $8,066+18.5% | $6,690+42.9% |
| Admin fee / account holder | $2,646 | $15,030-82.4% | $12,989-79.6% | $13,392-80.2% |