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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 | $1,257,070 | $202,345+521.3% | $172,755+627.7% | $152,885+722.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 18.31% | 1029.77%-1011.5pp | 802.94%-784.6pp | 345.39%-327.1pp |
| Employer contribution / active EE | $10,033 | $5,858+71.3% | $5,144+95.0% | $4,763+110.6% |
| Participant deferral / active EE | $8,330 | $5,948+40.0% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $825,850 | $17,111+4726.5% | $13,955+5818.0% | $11,598+7020.6% |