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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 | $280,624 | $202,342+38.7% | $172,753+62.4% | $152,909+83.5% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 24.43% | 1029.88%-1005.4pp | 803.00%-778.6pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,631 | $5,857-72.2% | $5,144-68.3% | $4,764-65.8% |
| Participant deferral / active EE | $3,358 | $5,948-43.5% | $5,198-35.4% | $5,851-42.6% |
| Admin fee / account holder | $14,931 | $17,112-12.7% | $13,956+7.0% | $11,601+28.7% |