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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 | $155,555+409.9% | $146,866+440.1% | $155,188+411.2% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.5%-13.8pp | 80.8%-12.1pp |
| Annual return | 14.59% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.2pp |
| Employer contribution / active EE | $18,974 | $4,647+308.3% | $4,425+328.8% | $4,248+346.7% |
| Participant deferral / active EE | $5,118 | $8,044-36.4% | $7,759-34.0% | $6,531-21.6% |
| Admin fee / account holder | $234,311 | $14,755+1488.0% | $13,620+1620.3% | $14,480+1518.2% |