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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 | $1,565,627 | $159,978+878.7% | $147,041+964.8% | $145,978+972.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.86% | 98.36%-78.5pp | 419.21%-399.4pp | 550.52%-530.7pp |
| Employer contribution / active EE | $32,096 | $5,288+506.9% | $4,935+550.4% | $4,662+588.5% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,690+204.0% |
| Admin fee / account holder | $2,207 | $15,053-85.3% | $13,006-83.0% | $13,400-83.5% |