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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 | $856,187 | $112,933+658.1% | $90,970+841.2% | $158,982+438.5% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 7.38% | 215.82%-208.4pp | 134.60%-127.2pp | 302.99%-295.6pp |
| Employer contribution / active EE | $2,423 | $2,893-16.3% | $2,122+14.2% | $4,763-49.1% |
| Participant deferral / active EE | $18,233 | $4,128+341.7% | $3,373+440.6% | $5,983+204.7% |
| Admin fee / account holder | $45,633 | $8,047+467.1% | $5,961+665.5% | $11,252+305.6% |