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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 | $268,087 | $169,356+58.3% | $129,406+107.2% | $145,897+83.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 15.11% | 14418.62%-14403.5pp | 9468.18%-9453.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $10,453 | $5,542+88.6% | $4,155+151.6% | $4,663+124.2% |
| Participant deferral / active EE | $32,476 | $4,987+551.3% | $4,167+679.3% | $6,689+385.5% |
| Admin fee / account holder | $7,757 | $9,915-21.8% | $7,689+0.9% | $13,390-42.1% |