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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 | $511,450 | $159,934+219.8% | $147,005+247.9% | $145,959+250.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.70% | 98.24%-88.5pp | 418.76%-409.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,862 | $5,287-64.8% | $4,934-62.3% | $4,661-60.1% |
| Participant deferral / active EE | $6,027 | $8,427-28.5% | $8,070-25.3% | $6,689-9.9% |
| Admin fee / account holder | $5,042 | $15,053-66.5% | $13,006-61.2% | $13,398-62.4% |