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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 | $511,652 | $159,934+219.9% | $147,005+248.0% | $145,959+250.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.55% | 98.24%-80.7pp | 418.76%-401.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $11,682 | $5,287+120.9% | $4,934+136.8% | $4,661+150.6% |
| Participant deferral / active EE | $12,460 | $8,427+47.9% | $8,070+54.4% | $6,689+86.3% |
| Admin fee / account holder | $230,079 | $15,053+1428.4% | $13,006+1669.0% | $13,398+1617.3% |