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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 | $581,351 | $160,040+263.3% | $147,096+295.2% | $145,877+298.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 21.89% | 98.49%-76.6pp | 419.75%-397.9pp | 551.28%-529.4pp |
| Employer contribution / active EE | $3,742 | $5,289-29.3% | $4,936-24.2% | $4,663-19.8% |
| Participant deferral / active EE | $7,890 | $8,429-6.4% | $8,071-2.2% | $6,691+17.9% |
| Admin fee / account holder | $34,577 | $15,050+129.7% | $13,005+165.9% | $13,402+158.0% |