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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 | $1,072,146 | $217,432+393.1% | $185,851+476.9% | $167,553+539.9% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.84% | 148.43%-131.6pp | 122.11%-105.3pp | 478.89%-462.0pp |
| Employer contribution / active EE | $25,667 | $5,874+336.9% | $5,168+396.6% | $4,840+430.3% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,569+211.3% | $6,343+173.3% |
| Admin fee / account holder | $7,832 | $19,820-60.5% | $16,245-51.8% | $12,316-36.4% |