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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 | $579,872 | $160,028+262.4% | $147,080+294.3% | $145,884+297.5% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 13.40% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,281 | $5,286-75.8% | $4,933-74.0% | $4,662-72.5% |
| Participant deferral / active EE | $5,970 | $8,422-29.1% | $8,066-26.0% | $6,690-10.8% |
| Admin fee / account holder | $1,645 | $15,030-89.1% | $12,989-87.3% | $13,392-87.7% |