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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 | $650,502 | $175,231+271.2% | $149,696+334.5% | $139,466+366.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.02% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,573 | $5,478-53.0% | $4,821-46.6% | $4,754-45.9% |
| Participant deferral / active EE | $18,188 | $6,521+178.9% | $5,682+220.1% | $6,712+171.0% |
| Admin fee / account holder | $105,222 | $16,155+551.3% | $13,212+696.4% | $11,409+822.3% |