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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 | $707,261 | $160,040+341.9% | $147,096+380.8% | $145,877+384.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.60% | 98.49%-87.9pp | 419.75%-409.1pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,141 | $5,289-59.5% | $4,936-56.6% | $4,663-54.1% |
| Participant deferral / active EE | $5,088 | $8,429-39.6% | $8,071-37.0% | $6,691-24.0% |
| Admin fee / account holder | $919 | $15,050-93.9% | $13,005-92.9% | $13,402-93.1% |