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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 | $309,307 | $160,070+93.2% | $147,117+110.2% | $145,897+112.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 17.49% | 98.69%-81.2pp | 420.54%-403.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $11,944 | $5,285+126.0% | $4,932+142.2% | $4,663+156.2% |
| Participant deferral / active EE | $6,606 | $8,419-21.5% | $8,065-18.1% | $6,689-1.3% |
| Admin fee / account holder | $4,556 | $15,035-69.7% | $12,993-64.9% | $13,390-66.0% |