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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 | $510,844 | $162,136+215.1% | $152,301+235.4% | $154,746+230.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.24% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $13,817 | $4,890+182.5% | $4,624+198.8% | $4,379+215.5% |
| Participant deferral / active EE | $15,128 | $8,341+81.4% | $8,004+89.0% | $6,730+124.8% |
| Admin fee / account holder | $8,632 | $15,759-45.2% | $14,398-40.0% | $14,365-39.9% |