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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 | $687,814 | $160,040+329.8% | $147,096+367.6% | $145,877+371.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.28% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $23,226 | $5,289+339.1% | $4,936+370.5% | $4,663+398.1% |
| Participant deferral / active EE | $11,833 | $8,429+40.4% | $8,071+46.6% | $6,691+76.9% |
| Admin fee / account holder | $541 | $15,050-96.4% | $13,005-95.8% | $13,402-96.0% |