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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 | $291,791 | $169,356+72.3% | $129,406+125.5% | $145,897+100.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 13.59% | 14418.62%-14405.0pp | 9468.18%-9454.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $6,447 | $5,542+16.3% | $4,155+55.1% | $4,663+38.3% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,689+71.9% |
| Admin fee / account holder | $3,871 | $9,915-61.0% | $7,689-49.7% | $13,390-71.1% |