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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 | $488,674 | $159,978+205.5% | $147,041+232.3% | $145,978+234.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.67% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,862 | $5,288-64.8% | $4,935-62.3% | $4,662-60.1% |
| Participant deferral / active EE | $16,111 | $8,429+91.1% | $8,071+99.6% | $6,690+140.8% |
| Admin fee / account holder | $2,089 | $15,053-86.1% | $13,006-83.9% | $13,400-84.4% |