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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 | $1,460,281 | $185,312+688.0% | $161,489+804.3% | $154,746+843.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.93% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $16,164 | $4,769+238.9% | $4,268+278.7% | $4,379+269.1% |
| Participant deferral / active EE | $10,500 | $6,350+65.4% | $5,630+86.5% | $6,730+56.0% |
| Admin fee / account holder | $380 | $18,654-98.0% | $16,006-97.6% | $14,365-97.4% |