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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 | $533,690 | $166,242+221.0% | $165,071+223.3% | $145,884+265.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.96% | 100.44%-88.5pp | 70.17%-58.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,500 | $6,964+136.9% | $6,035+173.4% | $6,690+146.7% |
| Admin fee / account holder | $2,254 | $16,658-86.5% | $12,695-82.2% | $13,392-83.2% |