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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 | $297,737 | $150,447+97.9% | $136,298+118.4% | $147,586+101.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.85% | 1049.15%-1026.3pp | 5156.27%-5133.4pp | 578.59%-555.7pp |
| Employer contribution / active EE | $1,183 | $5,256-77.5% | $4,696-74.8% | $4,876-75.7% |
| Participant deferral / active EE | $5,565 | $6,631-16.1% | $6,247-10.9% | $5,439+2.3% |
| Admin fee / account holder | $2,476 | $10,906-77.3% | $9,244-73.2% | $10,886-77.3% |