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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 | $495,210 | $111,878+342.6% | $93,727+428.4% | $145,897+239.4% |
| Participation rate | 41.2% | 74.2%-33.0pp | 68.7%-27.5pp | 80.3%-39.1pp |
| Annual return | 21.14% | 204.28%-183.1pp | 133.83%-112.7pp | 552.29%-531.1pp |
| Employer contribution / active EE | $3,206 | $3,092+3.7% | $2,421+32.4% | $4,663-31.2% |
| Participant deferral / active EE | $6,774 | $4,920+37.7% | $4,417+53.4% | $6,689+1.3% |
| Admin fee / account holder | $1,765 | $10,256-82.8% | $8,292-78.7% | $13,390-86.8% |