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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 | $445,299 | $160,070+178.2% | $147,117+202.7% | $145,897+205.2% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.2%-50.6pp | 80.3%-48.7pp |
| Annual return | 11.82% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $10,544 | $5,285+99.5% | $4,932+113.8% | $4,663+126.1% |
| Participant deferral / active EE | $3,359 | $8,419-60.1% | $8,065-58.3% | $6,689-49.8% |
| Admin fee / account holder | $394,872 | $15,035+2526.3% | $12,993+2939.2% | $13,390+2848.9% |