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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 | $540,546 | $160,040+237.8% | $147,096+267.5% | $145,877+270.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.78% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,724 | $5,289-48.5% | $4,936-44.8% | $4,663-41.6% |
| Participant deferral / active EE | $10,616 | $8,429+25.9% | $8,071+31.5% | $6,691+58.7% |
| Admin fee / account holder | $1,600 | $15,050-89.4% | $13,005-87.7% | $13,402-88.1% |