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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 | $569,405 | $159,978+255.9% | $147,041+287.2% | $145,978+290.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.84% | 98.36%-81.5pp | 419.21%-402.4pp | 550.52%-533.7pp |
| Employer contribution / active EE | $3,085 | $5,288-41.7% | $4,935-37.5% | $4,662-33.8% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,690+14.6% |
| Admin fee / account holder | $3,509 | $15,053-76.7% | $13,006-73.0% | $13,400-73.8% |