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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 | $251,141 | $102,595+144.8% | $94,057+167.0% | $154,746+62.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 14.07% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $721 | $3,147-77.1% | $2,933-75.4% | $4,379-83.5% |
| Participant deferral / active EE | $10,432 | $5,118+103.8% | $4,709+121.5% | $6,730+55.0% |
| Admin fee / account holder | $2,687 | $7,736-65.3% | $7,244-62.9% | $14,365-81.3% |