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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 | $315,534 | $211,105+49.5% | $178,449+76.8% | $145,978+116.2% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 698.64% | 30.19%+668.4pp | 27.09%+671.6pp | 550.52%+148.1pp |
| Employer contribution / active EE | $3,670 | $4,569-19.7% | $3,951-7.1% | $4,662-21.3% |
| Participant deferral / active EE | $9,586 | $6,959+37.7% | $6,277+52.7% | $6,690+43.3% |
| Admin fee / account holder | $63,684 | $12,017+429.9% | $10,362+514.6% | $13,400+375.2% |