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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 | $783,885 | $209,425+274.3% | $178,499+339.2% | $158,966+393.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 9.71% | 188.80%-179.1pp | 151.10%-141.4pp | 302.95%-293.2pp |
| Employer contribution / active EE | $6,406 | $5,707+12.2% | $5,011+27.8% | $4,762+34.5% |
| Participant deferral / active EE | $9,372 | $5,955+57.4% | $5,202+80.2% | $5,983+56.6% |
| Admin fee / account holder | $5,619 | $17,078-67.1% | $13,986-59.8% | $11,250-50.1% |