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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 | $274,706 | $121,656+125.8% | $104,614+162.6% | $158,950+72.8% |
| Participation rate | 20.8% | 77.5%-56.7pp | 74.1%-53.2pp | 82.0%-61.1pp |
| Annual return | 37.74% | 465.51%-427.8pp | 340.56%-302.8pp | 302.91%-265.2pp |
| Employer contribution / active EE | $837 | $3,164-73.6% | $2,681-68.8% | $4,762-82.4% |
| Participant deferral / active EE | $4,095 | $4,177-2.0% | $3,739+9.5% | $5,983-31.5% |
| Admin fee / account holder | $21,427 | $7,775+175.6% | $6,464+231.5% | $11,248+90.5% |