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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 | $481,709 | $175,257+174.9% | $149,717+221.7% | $139,456+245.4% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 24.22% | 166.70%-142.5pp | 134.41%-110.2pp | 373.45%-349.2pp |
| Employer contribution / active EE | $1,539 | $5,477-71.9% | $4,820-68.1% | $4,753-67.6% |
| Participant deferral / active EE | $9,714 | $6,521+49.0% | $5,682+71.0% | $6,711+44.7% |
| Admin fee / account holder | $343 | $16,156-97.9% | $13,213-97.4% | $11,407-97.0% |