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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 | $707,404 | $88,778+696.8% | $81,844+764.3% | $145,884+384.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.13% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $20,556 | $3,087+565.9% | $2,916+604.8% | $4,662+340.9% |
| Participant deferral / active EE | $10,167 | $4,648+118.7% | $4,323+135.2% | $6,690+52.0% |
| Admin fee / account holder | $5,355 | $8,430-36.5% | $7,355-27.2% | $13,392-60.0% |