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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 | $745,532 | $165,361+350.9% | $149,715+398.0% | $158,950+369.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.58% | 348.24%-336.7pp | 276.66%-265.1pp | 302.91%-291.3pp |
| Employer contribution / active EE | $18,500 | $5,103+262.5% | $4,645+298.3% | $4,762+288.5% |
| Participant deferral / active EE | $12,500 | $7,182+74.1% | $6,842+82.7% | $5,983+108.9% |
| Admin fee / account holder | $1,605 | $10,808-85.1% | $9,310-82.8% | $11,248-85.7% |