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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 | $522,069 | $171,492+204.4% | $150,734+246.4% | $198,609+162.9% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 13.11% | 804.70%-791.6pp | 600.81%-587.7pp | 202.70%-189.6pp |
| Employer contribution / active EE | $14,016 | $5,470+156.2% | $4,918+185.0% | $5,055+177.2% |
| Participant deferral / active EE | $20,667 | $6,259+230.2% | $5,610+268.4% | $6,977+196.2% |
| Admin fee / account holder | $8,782 | $17,628-50.2% | $14,905-41.1% | $19,030-53.9% |