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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 | $1,152,954 | $202,342+469.8% | $172,752+567.4% | $152,897+654.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 24.37% | 1029.83%-1005.5pp | 802.97%-778.6pp | 345.43%-321.1pp |
| Employer contribution / active EE | $4,295 | $5,858-26.7% | $5,144-16.5% | $4,764-9.8% |
| Participant deferral / active EE | $14,667 | $5,948+146.6% | $5,198+182.2% | $5,851+150.7% |
| Admin fee / account holder | $4,226 | $17,111-75.3% | $13,955-69.7% | $11,599-63.6% |