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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 | $269,325 | $150,447+79.0% | $136,298+97.6% | $147,586+82.5% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 20.43% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.2pp |
| Employer contribution / active EE | $4,538 | $5,256-13.7% | $4,696-3.4% | $4,876-6.9% |
| Participant deferral / active EE | $6,131 | $6,631-7.5% | $6,247-1.9% | $5,439+12.7% |
| Admin fee / account holder | $535 | $10,906-95.1% | $9,244-94.2% | $10,886-95.1% |