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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 | $495,784 | $183,988+169.5% | $162,177+205.7% | $152,897+224.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 29.60% | 150.79%-121.2pp | 115.60%-86.0pp | 345.43%-315.8pp |
| Employer contribution / active EE | $13,712 | $6,370+115.3% | $5,613+144.3% | $4,764+187.9% |
| Participant deferral / active EE | $8,008 | $8,032-0.3% | $7,297+9.8% | $5,851+36.9% |
| Admin fee / account holder | $7,937 | $13,123-39.5% | $10,843-26.8% | $11,599-31.6% |