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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 | $754,876 | $175,231+330.8% | $149,696+404.3% | $139,466+441.3% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 24.56% | 166.77%-142.2pp | 134.46%-109.9pp | 373.66%-349.1pp |
| Employer contribution / active EE | $16,551 | $5,478+202.1% | $4,821+243.3% | $4,754+248.1% |
| Participant deferral / active EE | $12,000 | $6,521+84.0% | $5,682+111.2% | $6,712+78.8% |
| Admin fee / account holder | $413 | $16,155-97.4% | $13,212-96.9% | $11,409-96.4% |