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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 | $518,902 | $159,934+224.4% | $147,005+253.0% | $145,959+255.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.67% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $4,214 | $5,287-20.3% | $4,934-14.6% | $4,661-9.6% |
| Participant deferral / active EE | $10,324 | $8,427+22.5% | $8,070+27.9% | $6,689+54.4% |
| Admin fee / account holder | $4,515 | $15,053-70.0% | $13,006-65.3% | $13,398-66.3% |