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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 | $293,365 | $150,447+95.0% | $136,298+115.2% | $147,586+98.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.94% | 1049.15%-1028.2pp | 5156.27%-5135.3pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,025 | $5,256-80.5% | $4,696-78.2% | $4,876-79.0% |
| Participant deferral / active EE | $9,025 | $6,631+36.1% | $6,247+44.5% | $5,439+65.9% |
| Admin fee / account holder | $619 | $10,906-94.3% | $9,244-93.3% | $10,886-94.3% |