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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 | $571,169 | $175,259+225.9% | $149,723+281.5% | $139,487+309.5% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 15.29% | 166.82%-151.5pp | 134.50%-119.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $17,099 | $5,478+212.1% | $4,821+254.6% | $4,755+259.6% |
| Participant deferral / active EE | $10,926 | $6,522+67.5% | $5,682+92.3% | $6,713+62.8% |
| Admin fee / account holder | $2,410 | $16,158-85.1% | $13,215-81.8% | $11,407-78.9% |