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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 | $375,359 | $160,040+134.5% | $147,096+155.2% | $145,877+157.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.78% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $3,889 | $5,289-26.5% | $4,936-21.2% | $4,663-16.6% |
| Participant deferral / active EE | $15,746 | $8,429+86.8% | $8,071+95.1% | $6,691+135.3% |
| Admin fee / account holder | $12,980 | $15,050-13.8% | $13,005-0.2% | $13,402-3.1% |