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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 | $534,483 | $175,231+205.0% | $149,696+257.0% | $139,466+283.2% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 25.86% | 166.77%-140.9pp | 134.46%-108.6pp | 373.66%-347.8pp |
| Employer contribution / active EE | $16,739 | $5,478+205.6% | $4,821+247.2% | $4,754+252.1% |
| Participant deferral / active EE | $9,500 | $6,521+45.7% | $5,682+67.2% | $6,712+41.5% |
| Admin fee / account holder | $2,318 | $16,155-85.7% | $13,212-82.5% | $11,409-79.7% |