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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 | $617,373 | $183,627+236.2% | $155,602+296.8% | $145,978+322.9% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 119.92% | 61.32%+58.6pp | 64.81%+55.1pp | 550.52%-430.6pp |
| Employer contribution / active EE | $1,805 | $5,316-66.1% | $4,675-61.4% | $4,662-61.3% |
| Participant deferral / active EE | $3,743 | $6,466-42.1% | $5,629-33.5% | $6,690-44.1% |
| Admin fee / account holder | $1,685 | $19,327-91.3% | $15,923-89.4% | $13,400-87.4% |