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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 | $517,785 | $217,432+138.1% | $185,849+178.6% | $167,536+209.1% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 9.78% | 148.42%-138.6pp | 122.10%-112.3pp | 478.82%-469.0pp |
| Employer contribution / active EE | $4,560 | $5,875-22.4% | $5,169-11.8% | $4,839-5.8% |
| Participant deferral / active EE | $10,400 | $6,357+63.6% | $5,569+86.8% | $6,342+64.0% |
| Admin fee / account holder | $1,205 | $19,818-93.9% | $16,244-92.6% | $12,315-90.2% |