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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 | $421,120 | $159,978+163.2% | $147,041+186.4% | $145,978+188.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.20% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $3,452 | $5,288-34.7% | $4,935-30.1% | $4,662-26.0% |
| Participant deferral / active EE | $12,529 | $8,429+48.6% | $8,071+55.2% | $6,690+87.3% |
| Admin fee / account holder | $66,201 | $15,053+339.8% | $13,006+409.0% | $13,400+394.0% |