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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 | $123,854+446.4% | $69,623+872.0% | $145,884+363.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 92.27% | 192.35%-100.1pp | 101.23%-9.0pp | 551.85%-459.6pp |
| Employer contribution / active EE | $3,000 | $2,673+12.2% | $1,709+75.6% | $4,662-35.7% |
| Participant deferral / active EE | $15,250 | $4,242+259.5% | $2,890+427.7% | $6,690+128.0% |
| Admin fee / account holder | $1,743 | $7,822-77.7% | $4,696-62.9% | $13,392-87.0% |