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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 | $646,040 | $96,691+568.1% | $86,656+645.5% | $139,487+363.2% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.96% | 106.87%-90.9pp | 593.09%-577.1pp | 373.84%-357.9pp |
| Employer contribution / active EE | $1,863 | $3,267-43.0% | $3,025-38.4% | $4,755-60.8% |
| Participant deferral / active EE | $2,447 | $4,838-49.4% | $4,439-44.9% | $6,713-63.6% |
| Admin fee / account holder | $25,506 | $6,414+297.6% | $5,619+354.0% | $11,407+123.6% |