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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 | $1,176,786 | $183,978+539.6% | $162,171+625.6% | $152,885+669.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 18.13% | 150.78%-132.7pp | 115.60%-97.5pp | 345.39%-327.3pp |
| Employer contribution / active EE | $3,383 | $6,370-46.9% | $5,613-39.7% | $4,763-29.0% |
| Participant deferral / active EE | $12,961 | $8,033+61.3% | $7,297+77.6% | $5,851+121.5% |
| Admin fee / account holder | $59,621 | $13,122+354.4% | $10,843+449.9% | $11,598+414.1% |