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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 | $381,878 | $171,867+122.2% | $149,721+155.1% | $147,586+158.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 19.17% | 2113.36%-2094.2pp | 1501.67%-1482.5pp | 578.59%-559.4pp |
| Employer contribution / active EE | $7,067 | $6,275+12.6% | $5,444+29.8% | $4,876+44.9% |
| Participant deferral / active EE | $12,200 | $7,270+67.8% | $6,568+85.7% | $5,439+124.3% |
| Admin fee / account holder | $1,252 | $13,799-90.9% | $11,282-88.9% | $10,886-88.5% |