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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 | $468,949 | $217,432+115.7% | $185,849+152.3% | $167,536+179.9% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.32% | 148.42%-136.1pp | 122.10%-109.8pp | 478.82%-466.5pp |
| Employer contribution / active EE | $2,000 | $5,875-66.0% | $5,169-61.3% | $4,839-58.7% |
| Participant deferral / active EE | $3,333 | $6,357-47.6% | $5,569-40.1% | $6,342-47.4% |
| Admin fee / account holder | $1,771 | $19,818-91.1% | $16,244-89.1% | $12,315-85.6% |