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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 | $570,308 | $176,105+223.8% | $159,474+257.6% | $167,536+240.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.57% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,578 | $5,299-70.2% | $4,831-67.3% | $4,839-67.4% |
| Participant deferral / active EE | $11,876 | $7,751+53.2% | $7,353+61.5% | $6,342+87.3% |
| Admin fee / account holder | $1,196 | $12,559-90.5% | $10,802-88.9% | $12,315-90.3% |