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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 | $514,708 | $169,361+203.9% | $129,397+297.8% | $145,877+252.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 16.50% | 14395.54%-14379.0pp | 9453.98%-9437.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $4,248 | $5,542-23.3% | $4,154+2.3% | $4,663-8.9% |
| Participant deferral / active EE | $16,676 | $4,987+234.4% | $4,167+300.2% | $6,691+149.2% |
| Admin fee / account holder | $9,140 | $9,903-7.7% | $7,679+19.0% | $13,402-31.8% |