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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 | $275,998 | $176,077+56.7% | $159,455+73.1% | $167,518+64.8% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 19.50% | 331.83%-312.3pp | 263.63%-244.1pp | 478.71%-459.2pp |
| Employer contribution / active EE | $2,005 | $5,298-62.1% | $4,830-58.5% | $4,838-58.6% |
| Participant deferral / active EE | $4,108 | $7,751-47.0% | $7,353-44.1% | $6,342-35.2% |
| Admin fee / account holder | $3,755 | $12,556-70.1% | $10,800-65.2% | $12,312-69.5% |