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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 | $692,916 | $202,345+242.4% | $172,755+301.1% | $152,885+353.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.70% | 1029.77%-1012.1pp | 802.94%-785.2pp | 345.39%-327.7pp |
| Employer contribution / active EE | $6,245 | $5,858+6.6% | $5,144+21.4% | $4,763+31.1% |
| Participant deferral / active EE | $8,979 | $5,948+51.0% | $5,198+72.8% | $5,851+53.5% |
| Admin fee / account holder | $5,136 | $17,111-70.0% | $13,955-63.2% | $11,598-55.7% |