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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 | $706,440 | $175,231+303.1% | $149,696+371.9% | $139,466+406.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 28.05% | 166.77%-138.7pp | 134.46%-106.4pp | 373.66%-345.6pp |
| Employer contribution / active EE | $5,744 | $5,478+4.8% | $4,821+19.1% | $4,754+20.8% |
| Participant deferral / active EE | $10,312 | $6,521+58.1% | $5,682+81.5% | $6,712+53.6% |
| Admin fee / account holder | $31,828 | $16,155+97.0% | $13,212+140.9% | $11,409+179.0% |