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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 | $284,063 | $114,073+149.0% | $96,161+195.4% | $167,518+69.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 9.83% | 189.95%-180.1pp | 192.01%-182.2pp | 478.71%-468.9pp |
| Employer contribution / active EE | $13,881 | $3,428+304.9% | $2,798+396.1% | $4,838+186.9% |
| Participant deferral / active EE | $9,084 | $5,195+74.9% | $4,349+108.9% | $6,342+43.2% |
| Admin fee / account holder | $920 | $6,899-86.7% | $5,538-83.4% | $12,312-92.5% |