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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 | $318,035 | $150,442+111.4% | $136,295+133.3% | $147,585+115.5% |
| Participation rate | 65.2% | 84.4%-19.2pp | 81.9%-16.7pp | 82.8%-17.6pp |
| Annual return | 18.75% | 1049.09%-1030.3pp | 5155.97%-5137.2pp | 578.56%-559.8pp |
| Employer contribution / active EE | $3,391 | $5,256-35.5% | $4,695-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $7,409 | $6,630+11.7% | $6,247+18.6% | $5,439+36.2% |
| Admin fee / account holder | $2,720 | $10,905-75.1% | $9,243-70.6% | $10,885-75.0% |