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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 | $290,233 | $209,888+38.3% | $189,545+53.1% | $167,553+73.2% |
| Participation rate | 25.0% | 88.7%-63.7pp | 87.8%-62.8pp | 82.1%-57.1pp |
| Annual return | 22.50% | 748.66%-726.2pp | 555.36%-532.9pp | 478.89%-456.4pp |
| Employer contribution / active EE | $1,800 | $6,915-74.0% | $6,162-70.8% | $4,840-62.8% |
| Participant deferral / active EE | $6,500 | $8,934-27.2% | $8,220-20.9% | $6,343+2.5% |
| Admin fee / account holder | $2,871 | $14,300-79.9% | $12,049-76.2% | $12,316-76.7% |