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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 | $561,908 | $184,000+205.4% | $162,185+246.5% | $152,909+267.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 20.84% | 150.80%-130.0pp | 115.61%-94.8pp | 345.46%-324.6pp |
| Employer contribution / active EE | $3,304 | $6,370-48.1% | $5,613-41.1% | $4,764-30.7% |
| Participant deferral / active EE | $12,500 | $8,033+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $4,368 | $13,124-66.7% | $10,844-59.7% | $11,601-62.3% |