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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 | $732,067 | $114,013+542.1% | $103,693+606.0% | $155,188+371.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 148.06% | 49.31%+98.8pp | 47.61%+100.5pp | 148.84%-0.8pp |
| Employer contribution / active EE | $3,371 | $3,131+7.7% | $2,920+15.4% | $4,248-20.6% |
| Participant deferral / active EE | $9,216 | $4,970+85.4% | $4,579+101.3% | $6,531+41.1% |
| Admin fee / account holder | $565 | $8,407-93.3% | $7,858-92.8% | $14,480-96.1% |