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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 | $642,797 | $160,040+301.6% | $147,096+337.0% | $145,877+340.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 22.91% | 98.49%-75.6pp | 419.75%-396.8pp | 551.28%-528.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,343 | $8,429-1.0% | $8,071+3.4% | $6,691+24.7% |
| Admin fee / account holder | $125,015 | $15,050+730.7% | $13,005+861.3% | $13,402+832.8% |