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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 | $902,005 | $160,070+463.5% | $147,117+513.1% | $145,897+518.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 26.04% | 98.69%-72.6pp | 420.54%-394.5pp | 552.29%-526.3pp |
| Employer contribution / active EE | $3,124 | $5,285-40.9% | $4,932-36.7% | $4,663-33.0% |
| Participant deferral / active EE | $15,000 | $8,419+78.2% | $8,065+86.0% | $6,689+124.2% |
| Admin fee / account holder | $4,918 | $15,035-67.3% | $12,993-62.1% | $13,390-63.3% |