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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 | $934,973 | $208,088+349.3% | $186,193+402.2% | $154,746+504.2% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.1%-48.5pp | 80.7%-52.1pp |
| Annual return | 10.17% | 89.97%-79.8pp | 78.03%-67.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $7,681 | $4,340+77.0% | $3,918+96.0% | $4,379+75.4% |
| Participant deferral / active EE | $9,393 | $7,078+32.7% | $6,513+44.2% | $6,730+39.6% |
| Admin fee / account holder | $3,112 | $11,698-73.4% | $11,058-71.9% | $14,365-78.3% |