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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 | $918,832 | $96,691+850.3% | $86,656+960.3% | $139,487+558.7% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 31.76% | 106.87%-75.1pp | 593.09%-561.3pp | 373.84%-342.1pp |
| Employer contribution / active EE | $476 | $3,267-85.4% | $3,025-84.3% | $4,755-90.0% |
| Participant deferral / active EE | $6,542 | $4,838+35.2% | $4,439+47.4% | $6,713-2.5% |
| Admin fee / account holder | $3,919 | $6,414-38.9% | $5,619-30.3% | $11,407-65.6% |