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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 | $534,006 | $106,003+403.8% | $92,236+479.0% | $147,585+261.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 12.53% | 50.05%-37.5pp | 176.29%-163.8pp | 578.57%-566.0pp |
| Employer contribution / active EE | $14,907 | $4,333+244.0% | $3,679+305.1% | $4,876+205.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $53,865 | $6,333+750.6% | $5,194+937.1% | $10,885+394.8% |