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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 | $549,823 | $160,040+243.6% | $147,096+273.8% | $145,877+276.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.08% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,878 | $5,289-45.6% | $4,936-41.7% | $4,663-38.3% |
| Participant deferral / active EE | $5,583 | $8,429-33.8% | $8,071-30.8% | $6,691-16.5% |
| Admin fee / account holder | $52,628 | $15,050+249.7% | $13,005+304.7% | $13,402+292.7% |