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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 | $598,513 | $159,978+274.1% | $147,041+307.0% | $145,978+310.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 19.59% | 98.36%-78.8pp | 419.21%-399.6pp | 550.52%-530.9pp |
| Employer contribution / active EE | $6,352 | $5,288+20.1% | $4,935+28.7% | $4,662+36.3% |
| Participant deferral / active EE | $16,397 | $8,429+94.5% | $8,071+103.2% | $6,690+145.1% |
| Admin fee / account holder | $2,350 | $15,053-84.4% | $13,006-81.9% | $13,400-82.5% |