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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 | $1,236,030 | $202,345+510.9% | $172,755+615.5% | $152,885+708.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 43.08% | 1029.77%-986.7pp | 802.94%-759.9pp | 345.39%-302.3pp |
| Employer contribution / active EE | $3,970 | $5,858-32.2% | $5,144-22.8% | $4,763-16.7% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.9% |
| Admin fee / account holder | $5,089 | $17,111-70.3% | $13,955-63.5% | $11,598-56.1% |