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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 | $867,954 | $160,040+442.3% | $147,096+490.1% | $145,877+495.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.90% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $11,389 | $5,289+115.3% | $4,936+130.7% | $4,663+144.2% |
| Participant deferral / active EE | $11,541 | $8,429+36.9% | $8,071+43.0% | $6,691+72.5% |
| Admin fee / account holder | $10,505 | $15,050-30.2% | $13,005-19.2% | $13,402-21.6% |