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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 | $331,297 | $150,447+120.2% | $136,298+143.1% | $147,586+124.5% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 21.16% | 1049.15%-1028.0pp | 5156.27%-5135.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $9,205 | $5,256+75.1% | $4,696+96.0% | $4,876+88.8% |
| Participant deferral / active EE | $2,733 | $6,631-58.8% | $6,247-56.3% | $5,439-49.7% |
| Admin fee / account holder | $916 | $10,906-91.6% | $9,244-90.1% | $10,886-91.6% |