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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 | $253,073 | $73,421+244.7% | $66,439+280.9% | $155,188+63.1% |
| Participation rate | 68.4% | 79.7%-11.3pp | 74.5%-6.1pp | 80.8%-12.4pp |
| Annual return | 19.34% | 1382.37%-1363.0pp | 757.66%-738.3pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,668 | $3,039-45.1% | $2,637-36.8% | $4,248-60.7% |
| Participant deferral / active EE | $4,950 | $4,680+5.8% | $3,876+27.7% | $6,531-24.2% |
| Admin fee / account holder | $13,543 | $8,856+52.9% | $6,173+119.4% | $14,480-6.5% |