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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 | $463,418 | $160,040+189.6% | $147,096+215.0% | $145,877+217.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.02% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.3pp |
| Employer contribution / active EE | $12,123 | $5,289+129.2% | $4,936+145.6% | $4,663+160.0% |
| Participant deferral / active EE | $4,926 | $8,429-41.6% | $8,071-39.0% | $6,691-26.4% |
| Admin fee / account holder | $4,949 | $15,050-67.1% | $13,005-61.9% | $13,402-63.1% |