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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 | $266,348 | $171,867+55.0% | $149,721+77.9% | $147,586+80.5% |
| Participation rate | 61.9% | 88.2%-26.3pp | 87.1%-25.2pp | 82.8%-20.9pp |
| Annual return | 19.68% | 2113.36%-2093.7pp | 1501.67%-1482.0pp | 578.59%-558.9pp |
| Employer contribution / active EE | $3,457 | $6,275-44.9% | $5,444-36.5% | $4,876-29.1% |
| Participant deferral / active EE | $10,011 | $7,270+37.7% | $6,568+52.4% | $5,439+84.1% |
| Admin fee / account holder | $1,141 | $13,799-91.7% | $11,282-89.9% | $10,886-89.5% |