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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 | $283,376 | $202,342+40.0% | $172,752+64.0% | $152,897+85.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 25.87% | 1029.83%-1004.0pp | 802.97%-777.1pp | 345.43%-319.6pp |
| Employer contribution / active EE | $5,579 | $5,858-4.8% | $5,144+8.4% | $4,764+17.1% |
| Participant deferral / active EE | $6,300 | $5,948+5.9% | $5,198+21.2% | $5,851+7.7% |
| Admin fee / account holder | $3,145 | $17,111-81.6% | $13,955-77.5% | $11,599-72.9% |