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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 | $602,455 | $104,577+476.1% | $76,667+685.8% | $152,909+294.0% |
| Participation rate | 28.6% | 76.6%-48.1pp | 72.1%-43.5pp | 82.5%-53.9pp |
| Annual return | 28.25% | 1014.36%-986.1pp | 1166.74%-1138.5pp | 345.46%-317.2pp |
| Employer contribution / active EE | $2,400 | $3,119-23.1% | $2,303+4.2% | $4,764-49.6% |
| Participant deferral / active EE | $3,571 | $4,237-15.7% | $3,336+7.1% | $5,851-39.0% |
| Admin fee / account holder | $13,862 | $12,290+12.8% | $6,423+115.8% | $11,601+19.5% |