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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 | $590,035 | $125,237+371.1% | $105,608+458.7% | $145,877+304.5% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 32.69% | 225.76%-193.1pp | 116.50%-83.8pp | 551.28%-518.6pp |
| Employer contribution / active EE | $2,183 | $3,720-41.3% | $3,167-31.1% | $4,663-53.2% |
| Participant deferral / active EE | $7,964 | $5,711+39.5% | $5,010+59.0% | $6,691+19.0% |
| Admin fee / account holder | $42,359 | $17,287+145.0% | $11,028+284.1% | $13,402+216.1% |