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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 | $786,250 | $209,425+275.4% | $178,499+340.5% | $158,966+394.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 21.66% | 188.80%-167.1pp | 151.10%-129.4pp | 302.95%-281.3pp |
| Employer contribution / active EE | $19,854 | $5,707+247.9% | $5,011+296.2% | $4,762+316.9% |
| Participant deferral / active EE | $10,166 | $5,955+70.7% | $5,202+95.4% | $5,983+69.9% |
| Admin fee / account holder | $26,149 | $17,078+53.1% | $13,986+87.0% | $11,250+132.4% |