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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 | $793,246 | $162,136+389.2% | $152,301+420.8% | $154,746+412.6% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 14.59% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $18,974 | $4,890+288.0% | $4,624+310.3% | $4,379+333.3% |
| Participant deferral / active EE | $5,118 | $8,341-38.6% | $8,004-36.1% | $6,730-24.0% |
| Admin fee / account holder | $234,311 | $15,759+1386.8% | $14,398+1527.4% | $14,365+1531.1% |