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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 | $123,982+445.8% | $69,701+870.9% | $145,959+363.6% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 92.27% | 191.01%-98.7pp | 100.32%-8.0pp | 561.95%-469.7pp |
| Employer contribution / active EE | $3,000 | $2,681+11.9% | $1,713+75.1% | $4,661-35.6% |
| Participant deferral / active EE | $15,250 | $4,236+260.0% | $2,887+428.2% | $6,689+128.0% |
| Admin fee / account holder | $1,743 | $7,867-77.8% | $4,717-63.0% | $13,398-87.0% |