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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 | $412,889 | $160,070+157.9% | $147,117+180.7% | $145,897+183.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 15.59% | 98.69%-83.1pp | 420.54%-405.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $3,495 | $5,285-33.9% | $4,932-29.1% | $4,663-25.0% |
| Participant deferral / active EE | $11,128 | $8,419+32.2% | $8,065+38.0% | $6,689+66.4% |
| Admin fee / account holder | $6,619 | $15,035-56.0% | $12,993-49.1% | $13,390-50.6% |