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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 | $487,721 | $160,070+204.7% | $147,117+231.5% | $145,897+234.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.23% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,579 | $5,285-32.3% | $4,932-27.4% | $4,663-23.2% |
| Participant deferral / active EE | $14,079 | $8,419+67.2% | $8,065+74.6% | $6,689+110.5% |
| Admin fee / account holder | $2,806 | $15,035-81.3% | $12,993-78.4% | $13,390-79.0% |