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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 | $388,314 | $169,161+129.6% | $129,295+200.3% | $145,959+166.0% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 14.53% | 14348.07%-14333.5pp | 9429.28%-9414.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $16,488 | $5,543+197.5% | $4,157+296.6% | $4,661+253.8% |
| Participant deferral / active EE | $18,037 | $4,989+261.5% | $4,169+332.6% | $6,689+169.7% |
| Admin fee / account holder | $2,427 | $9,878-75.4% | $7,665-68.3% | $13,398-81.9% |