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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 | $714,239 | $202,326+253.0% | $172,745+313.5% | $152,870+367.2% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 26.03% | 1029.72%-1003.7pp | 802.90%-776.9pp | 345.34%-319.3pp |
| Employer contribution / active EE | $2,133 | $5,858-63.6% | $5,144-58.5% | $4,763-55.2% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,197+60.3% | $5,850+42.4% |
| Admin fee / account holder | $4,454 | $17,110-74.0% | $13,954-68.1% | $11,597-61.6% |