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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 | $308,294 | $202,345+52.4% | $172,755+78.5% | $152,885+101.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 15.23% | 1029.77%-1014.5pp | 802.94%-787.7pp | 345.39%-330.2pp |
| Employer contribution / active EE | $1,824 | $5,858-68.9% | $5,144-64.5% | $4,763-61.7% |
| Participant deferral / active EE | $9,750 | $5,948+63.9% | $5,198+87.6% | $5,851+66.6% |
| Admin fee / account holder | $15,904 | $17,111-7.1% | $13,955+14.0% | $11,598+37.1% |