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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 | $441,066 | $111,785+294.6% | $93,669+370.9% | $145,877+202.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 20.59% | 203.79%-183.2pp | 133.59%-113.0pp | 551.28%-530.7pp |
| Employer contribution / active EE | $2,991 | $3,096-3.4% | $2,424+23.4% | $4,663-35.8% |
| Participant deferral / active EE | $6,095 | $4,919+23.9% | $4,416+38.0% | $6,691-8.9% |
| Admin fee / account holder | $16,627 | $10,256+62.1% | $8,291+100.5% | $13,402+24.1% |