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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 | $546,405 | $183,539+197.7% | $155,556+251.3% | $145,897+274.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.91% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $23,876 | $5,315+349.2% | $4,675+410.7% | $4,663+412.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $34,240 | $19,275+77.6% | $15,885+115.5% | $13,390+155.7% |