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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 | $598,585 | $159,934+274.3% | $147,005+307.2% | $145,959+310.1% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 11.99% | 98.24%-86.2pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,631 | $5,287-50.2% | $4,934-46.7% | $4,661-43.5% |
| Participant deferral / active EE | $6,596 | $8,427-21.7% | $8,070-18.3% | $6,689-1.4% |
| Admin fee / account holder | $4,303 | $15,053-71.4% | $13,006-66.9% | $13,398-67.9% |