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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 | $169,237+58.4% | $129,339+107.3% | $145,978+83.6% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 15.11% | 14364.43%-14349.3pp | 9437.05%-9421.9pp | 550.52%-535.4pp |
| Employer contribution / active EE | $10,453 | $5,540+88.7% | $4,154+151.6% | $4,662+124.2% |
| Participant deferral / active EE | $32,476 | $4,991+550.7% | $4,170+678.8% | $6,690+385.5% |
| Admin fee / account holder | $7,757 | $9,882-21.5% | $7,668+1.2% | $13,400-42.1% |