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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 | $718,063 | $202,460+254.7% | $169,385+323.9% | $139,456+414.9% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.2%-39.7pp | 80.3%-42.8pp |
| Annual return | 29.77% | 532.07%-502.3pp | 405.82%-376.0pp | 373.45%-343.7pp |
| Employer contribution / active EE | $1,878 | $4,691-60.0% | $4,012-53.2% | $4,753-60.5% |
| Participant deferral / active EE | $5,883 | $6,938-15.2% | $6,221-5.4% | $6,711-12.3% |
| Admin fee / account holder | $2,711 | $10,719-74.7% | $9,011-69.9% | $11,407-76.2% |