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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 | $572,918 | $159,934+258.2% | $147,005+289.7% | $145,959+292.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.32% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $4,086 | $5,287-22.7% | $4,934-17.2% | $4,661-12.3% |
| Participant deferral / active EE | $6,352 | $8,427-24.6% | $8,070-21.3% | $6,689-5.0% |
| Admin fee / account holder | $5,126 | $15,053-65.9% | $13,006-60.6% | $13,398-61.7% |