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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 | $526,693 | $208,088+153.1% | $186,193+182.9% | $154,746+240.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 15.31% | 89.97%-74.7pp | 78.03%-62.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $7,993 | $4,340+84.2% | $3,918+104.0% | $4,379+82.5% |
| Participant deferral / active EE | $19,969 | $7,078+182.1% | $6,513+206.6% | $6,730+196.7% |
| Admin fee / account holder | $2,902 | $11,698-75.2% | $11,058-73.8% | $14,365-79.8% |