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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 | $513,862 | $152,592+236.8% | $125,180+310.5% | $152,885+236.1% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 20.11% | 54.84%-34.7pp | 43.79%-23.7pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,375 | $5,868+59.8% | $4,937+89.9% | $5,851+60.2% |
| Admin fee / account holder | $21,240 | $13,435+58.1% | $9,703+118.9% | $11,598+83.1% |