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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 | $775,093 | $160,070+384.2% | $147,117+426.9% | $145,897+431.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.70% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $10,886 | $5,285+106.0% | $4,932+120.7% | $4,663+133.5% |
| Participant deferral / active EE | $13,080 | $8,419+55.4% | $8,065+62.2% | $6,689+95.5% |
| Admin fee / account holder | $6,763 | $15,035-55.0% | $12,993-47.9% | $13,390-49.5% |