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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 | $570,018 | $160,070+256.1% | $147,117+287.5% | $145,897+290.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.86% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,779 | $5,285-47.4% | $4,932-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $10,466 | $8,419+24.3% | $8,065+29.8% | $6,689+56.5% |
| Admin fee / account holder | $100,060 | $15,035+565.5% | $12,993+670.1% | $13,390+647.3% |