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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 | $316,418 | $198,457+59.4% | $170,435+85.7% | $147,586+114.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 12.13% | 257.30%-245.2pp | 205.94%-193.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $11,697 | $6,183+89.2% | $5,432+115.3% | $4,876+139.9% |
| Participant deferral / active EE | $5,924 | $5,629+5.2% | $4,939+19.9% | $5,439+8.9% |
| Admin fee / account holder | $83,895 | $16,852+397.8% | $13,881+504.4% | $10,886+670.7% |