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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 | $405,960 | $73,546+452.0% | $63,018+544.2% | $147,586+175.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 14.02% | 175.56%-161.5pp | 87.62%-73.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $5,416 | $3,324+62.9% | $2,761+96.2% | $4,876+11.1% |
| Participant deferral / active EE | $9,812 | $4,185+134.5% | $3,330+194.7% | $5,439+80.4% |
| Admin fee / account holder | $19,651 | $5,956+230.0% | $3,601+445.8% | $10,886+80.5% |