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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 | $309,592 | $72,426+327.5% | $67,560+358.2% | $145,897+112.2% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 12.84% | 7226.78%-7213.9pp | 3533.50%-3520.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $5,267 | $3,074+71.3% | $2,737+92.5% | $4,663+13.0% |
| Participant deferral / active EE | $7,692 | $4,785+60.8% | $4,004+92.1% | $6,689+15.0% |
| Admin fee / account holder | $557 | $5,514-89.9% | $3,994-86.0% | $13,390-95.8% |