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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 | $597,288 | $175,259+240.8% | $149,723+298.9% | $139,487+328.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.14% | 166.82%-152.7pp | 134.50%-120.4pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,742 | $5,478-50.0% | $4,821-43.1% | $4,755-42.3% |
| Participant deferral / active EE | $8,863 | $6,522+35.9% | $5,682+56.0% | $6,713+32.0% |
| Admin fee / account holder | $956 | $16,158-94.1% | $13,215-92.8% | $11,407-91.6% |