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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 | $953,400 | $217,432+338.5% | $185,851+413.0% | $167,553+469.0% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 13.83% | 148.43%-134.6pp | 122.11%-108.3pp | 478.89%-465.1pp |
| Employer contribution / active EE | $19,630 | $5,874+234.2% | $5,168+279.8% | $4,840+305.6% |
| Participant deferral / active EE | $9,632 | $6,357+51.5% | $5,569+73.0% | $6,343+51.9% |
| Admin fee / account holder | $7,934 | $19,820-60.0% | $16,245-51.2% | $12,316-35.6% |