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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 | $737,511 | $160,028+360.9% | $147,080+401.4% | $145,884+405.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.89% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $5,339 | $5,286+1.0% | $4,933+8.2% | $4,662+14.5% |
| Participant deferral / active EE | $12,750 | $8,422+51.4% | $8,066+58.1% | $6,690+90.6% |
| Admin fee / account holder | $3,740 | $15,030-75.1% | $12,989-71.2% | $13,392-72.1% |