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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 | $992,970 | $160,070+520.3% | $147,117+575.0% | $145,897+580.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.86% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,318 | $5,285-75.1% | $4,932-73.3% | $4,663-71.7% |
| Participant deferral / active EE | $3,115 | $8,419-63.0% | $8,065-61.4% | $6,689-53.4% |
| Admin fee / account holder | $7,315 | $15,035-51.3% | $12,993-43.7% | $13,390-45.4% |