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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 | $176,077+223.9% | $159,455+257.7% | $167,518+240.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.57% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.1pp |
| Employer contribution / active EE | $1,578 | $5,298-70.2% | $4,830-67.3% | $4,838-67.4% |
| Participant deferral / active EE | $11,876 | $7,751+53.2% | $7,353+61.5% | $6,342+87.3% |
| Admin fee / account holder | $1,196 | $12,556-90.5% | $10,800-88.9% | $12,312-90.3% |