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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 | $253,096 | $176,120+43.7% | $159,487+58.7% | $167,553+51.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 18.95% | 331.95%-313.0pp | 263.71%-244.8pp | 478.89%-459.9pp |
| Employer contribution / active EE | $2,464 | $5,299-53.5% | $4,831-49.0% | $4,840-49.1% |
| Participant deferral / active EE | $6,295 | $7,752-18.8% | $7,354-14.4% | $6,343-0.8% |
| Admin fee / account holder | $1,049 | $12,561-91.7% | $10,804-90.3% | $12,316-91.5% |