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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 | $428,844 | $198,457+116.1% | $170,435+151.6% | $147,586+190.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 28.35% | 257.30%-229.0pp | 205.94%-177.6pp | 578.59%-550.2pp |
| Employer contribution / active EE | $8,099 | $6,183+31.0% | $5,432+49.1% | $4,876+66.1% |
| Participant deferral / active EE | $7,584 | $5,629+34.7% | $4,939+53.5% | $5,439+39.5% |
| Admin fee / account holder | $2,256 | $16,852-86.6% | $13,881-83.7% | $10,886-79.3% |