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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 | $2,109,642 | $176,120+1097.8% | $159,487+1222.8% | $167,553+1159.1% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 22.62% | 331.95%-309.3pp | 263.71%-241.1pp | 478.89%-456.3pp |
| Employer contribution / active EE | $39,000 | $5,299+635.9% | $4,831+707.2% | $4,840+705.8% |
| Participant deferral / active EE | $17,333 | $7,752+123.6% | $7,354+135.7% | $6,343+173.3% |
| Admin fee / account holder | $40,926 | $12,561+225.8% | $10,804+278.8% | $12,316+232.3% |