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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 | $335,150 | $150,447+122.8% | $136,298+145.9% | $147,586+127.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 18.67% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $4,961 | $5,256-5.6% | $4,696+5.6% | $4,876+1.7% |
| Participant deferral / active EE | $11,075 | $6,631+67.0% | $6,247+77.3% | $5,439+103.6% |
| Admin fee / account holder | $2,585 | $10,906-76.3% | $9,244-72.0% | $10,886-76.3% |