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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 | $445,144 | $202,345+120.0% | $172,755+157.7% | $152,885+191.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.83% | 1029.77%-1003.9pp | 802.94%-777.1pp | 345.39%-319.6pp |
| Employer contribution / active EE | $8,558 | $5,858+46.1% | $5,144+66.4% | $4,763+79.7% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $2,171 | $17,111-87.3% | $13,955-84.4% | $11,598-81.3% |