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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 | $250,624 | $88,815+182.2% | $81,882+206.1% | $145,897+71.8% |
| Participation rate | 69.6% | 75.1%-5.5pp | 72.4%-2.8pp | 80.3%-10.7pp |
| Annual return | 18.70% | 1033.75%-1015.0pp | 779.47%-760.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,133 | $3,086-30.9% | $2,916-26.9% | $4,663-54.3% |
| Participant deferral / active EE | $7,091 | $4,647+52.6% | $4,323+64.0% | $6,689+6.0% |
| Admin fee / account holder | $19,806 | $8,434+134.8% | $7,360+169.1% | $13,390+47.9% |