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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 | $654,062 | $160,028+308.7% | $147,080+344.7% | $145,884+348.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.71% | 98.60%-75.9pp | 420.17%-397.5pp | 551.85%-529.1pp |
| Employer contribution / active EE | $11,896 | $5,286+125.1% | $4,933+141.1% | $4,662+155.2% |
| Participant deferral / active EE | $27,032 | $8,422+221.0% | $8,066+235.1% | $6,690+304.1% |
| Admin fee / account holder | $24,111 | $15,030+60.4% | $12,989+85.6% | $13,392+80.0% |