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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 | $262,870 | $217,432+20.9% | $185,851+41.4% | $167,553+56.9% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 13.36% | 148.43%-135.1pp | 122.11%-108.7pp | 478.89%-465.5pp |
| Employer contribution / active EE | $13,217 | $5,874+125.0% | $5,168+155.7% | $4,840+173.1% |
| Participant deferral / active EE | $7,252 | $6,357+14.1% | $5,569+30.2% | $6,343+14.3% |
| Admin fee / account holder | $15,361 | $19,820-22.5% | $16,245-5.4% | $12,316+24.7% |