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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 | $385,832 | $202,342+90.7% | $172,752+123.3% | $152,897+152.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.72% | 1029.83%-1012.1pp | 802.97%-785.3pp | 345.43%-327.7pp |
| Employer contribution / active EE | $14,192 | $5,858+142.3% | $5,144+175.9% | $4,764+197.9% |
| Participant deferral / active EE | $9,350 | $5,948+57.2% | $5,198+79.9% | $5,851+59.8% |
| Admin fee / account holder | $5,207 | $17,111-69.6% | $13,955-62.7% | $11,599-55.1% |