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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 | $558,851 | $102,595+444.7% | $94,057+494.2% | $154,746+261.1% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 11.53% | 583.42%-571.9pp | 480.62%-469.1pp | 172.34%-160.8pp |
| Employer contribution / active EE | $10,891 | $3,147+246.1% | $2,933+271.3% | $4,379+148.7% |
| Participant deferral / active EE | $12,400 | $5,118+142.3% | $4,709+163.3% | $6,730+84.2% |
| Admin fee / account holder | $4,067 | $7,736-47.4% | $7,244-43.9% | $14,365-71.7% |