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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 | $347,036 | $169,336+104.9% | $129,384+168.2% | $145,884+137.9% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 7.89% | 14408.70%-14400.8pp | 9461.77%-9453.9pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,785 | $5,540-67.8% | $4,153-57.0% | $4,662-61.7% |
| Participant deferral / active EE | $15,228 | $4,985+205.5% | $4,166+265.5% | $6,690+127.6% |
| Admin fee / account holder | $2,740 | $9,912-72.4% | $7,686-64.3% | $13,392-79.5% |