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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 | $695,309 | $160,070+334.4% | $147,117+372.6% | $145,897+376.6% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 15.40% | 98.69%-83.3pp | 420.54%-405.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,486 | $5,285-53.0% | $4,932-49.6% | $4,663-46.7% |
| Participant deferral / active EE | $4,212 | $8,419-50.0% | $8,065-47.8% | $6,689-37.0% |
| Admin fee / account holder | $1,019 | $15,035-93.2% | $12,993-92.2% | $13,390-92.4% |