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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 | $487,009 | $160,070+204.2% | $147,117+231.0% | $145,897+233.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.38% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $9,466 | $5,285+79.1% | $4,932+91.9% | $4,663+103.0% |
| Participant deferral / active EE | $10,099 | $8,419+19.9% | $8,065+25.2% | $6,689+51.0% |
| Admin fee / account holder | $17,220 | $15,035+14.5% | $12,993+32.5% | $13,390+28.6% |