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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 | $1,176,395 | $175,259+571.2% | $149,723+685.7% | $139,487+743.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.20% | 166.82%-154.6pp | 134.50%-122.3pp | 373.84%-361.6pp |
| Employer contribution / active EE | $9,224 | $5,478+68.4% | $4,821+91.3% | $4,755+94.0% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $892 | $16,158-94.5% | $13,215-93.3% | $11,407-92.2% |