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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 | $3,083,426 | $169,356+1720.7% | $129,406+2282.8% | $145,897+2013.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 132.24% | 14418.62%-14286.4pp | 9468.18%-9335.9pp | 552.29%-420.0pp |
| Employer contribution / active EE | $14,600 | $5,542+163.4% | $4,155+251.4% | $4,663+213.1% |
| Participant deferral / active EE | $20,333 | $4,987+307.8% | $4,167+387.9% | $6,689+204.0% |
| Admin fee / account holder | $31,379 | $9,915+216.5% | $7,689+308.1% | $13,390+134.3% |