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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 | $556,912 | $176,120+216.2% | $159,487+249.2% | $167,553+232.4% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 12.23% | 331.95%-319.7pp | 263.71%-251.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,304 | $7,752-57.4% | $7,354-55.1% | $6,343-47.9% |
| Admin fee / account holder | $6,435 | $12,561-48.8% | $10,804-40.4% | $12,316-47.8% |