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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 | $500,823 | $209,425+139.1% | $178,499+180.6% | $158,966+215.1% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 34.22% | 188.80%-154.6pp | 151.10%-116.9pp | 302.95%-268.7pp |
| Employer contribution / active EE | $16,137 | $5,707+182.7% | $5,011+222.0% | $4,762+238.8% |
| Participant deferral / active EE | $7,800 | $5,955+31.0% | $5,202+49.9% | $5,983+30.4% |
| Admin fee / account holder | $5,675 | $17,078-66.8% | $13,986-59.4% | $11,250-49.6% |