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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 | $492,396 | $159,978+207.8% | $147,041+234.9% | $145,978+237.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.08% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $3,080 | $5,288-41.8% | $4,935-37.6% | $4,662-33.9% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,690+71.9% |
| Admin fee / account holder | $1,390 | $15,053-90.8% | $13,006-89.3% | $13,400-89.6% |