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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 | $129,737+302.4% | $119,126+338.2% | $154,746+237.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 13.11% | 379.08%-366.0pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $14,016 | $4,375+220.4% | $4,034+247.5% | $4,379+220.1% |
| Participant deferral / active EE | $20,667 | $5,842+253.8% | $5,318+288.6% | $6,730+207.1% |
| Admin fee / account holder | $8,782 | $11,961-26.6% | $10,693-17.9% | $14,365-38.9% |