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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 | $613,379 | $185,312+231.0% | $161,489+279.8% | $154,746+296.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.85% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $9,800 | $4,769+105.5% | $4,268+129.6% | $4,379+123.8% |
| Participant deferral / active EE | $23,500 | $6,350+270.1% | $5,630+317.4% | $6,730+249.2% |
| Admin fee / account holder | $2,526 | $18,654-86.5% | $16,006-84.2% | $14,365-82.4% |