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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 | $991,486 | $225,673+339.3% | $203,872+386.3% | $155,188+538.9% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 31.16% | 95.91%-64.7pp | 85.11%-53.9pp | 148.84%-117.7pp |
| Employer contribution / active EE | $5,329 | $4,099+30.0% | $3,757+41.8% | $4,248+25.4% |
| Participant deferral / active EE | $12,751 | $6,893+85.0% | $6,388+99.6% | $6,531+95.2% |
| Admin fee / account holder | $62,741 | $12,327+409.0% | $11,730+434.9% | $14,480+333.3% |