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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 | $322,815 | $176,105+83.3% | $159,474+102.4% | $167,536+92.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 20.10% | 331.91%-311.8pp | 263.68%-243.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $2,850 | $5,299-46.2% | $4,831-41.0% | $4,839-41.1% |
| Participant deferral / active EE | $5,043 | $7,751-34.9% | $7,353-31.4% | $6,342-20.5% |
| Admin fee / account holder | $1,341 | $12,559-89.3% | $10,802-87.6% | $12,315-89.1% |