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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 | $676,735 | $123,750+446.9% | $69,611+872.2% | $145,877+363.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 92.27% | 192.03%-99.8pp | 101.14%-8.9pp | 551.28%-459.0pp |
| Employer contribution / active EE | $3,000 | $2,672+12.3% | $1,709+75.6% | $4,663-35.7% |
| Participant deferral / active EE | $15,250 | $4,243+259.4% | $2,891+427.6% | $6,691+127.9% |
| Admin fee / account holder | $1,743 | $7,817-77.7% | $4,696-62.9% | $13,402-87.0% |