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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 | $529,711 | $162,136+226.7% | $152,301+247.8% | $154,746+242.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.51% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $9,409 | $4,890+92.4% | $4,624+103.5% | $4,379+114.9% |
| Participant deferral / active EE | $7,833 | $8,341-6.1% | $8,004-2.1% | $6,730+16.4% |
| Admin fee / account holder | $2,527 | $15,759-84.0% | $14,398-82.5% | $14,365-82.4% |