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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 | $511,601 | $160,028+219.7% | $147,080+247.8% | $145,884+250.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 46.90% | 98.60%-51.7pp | 420.17%-373.3pp | 551.85%-505.0pp |
| Employer contribution / active EE | $1,249 | $5,286-76.4% | $4,933-74.7% | $4,662-73.2% |
| Participant deferral / active EE | $7,750 | $8,422-8.0% | $8,066-3.9% | $6,690+15.9% |
| Admin fee / account holder | $338 | $15,030-97.8% | $12,989-97.4% | $13,392-97.5% |