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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 | $916,908 | $210,698+335.2% | $178,014+415.1% | $145,959+528.2% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.36% | 386.27%-376.9pp | 294.80%-285.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $3,948 | $4,567-13.6% | $3,950-0.1% | $4,661-15.3% |
| Participant deferral / active EE | $12,200 | $6,958+75.3% | $6,276+94.4% | $6,689+82.4% |
| Admin fee / account holder | $6,352 | $12,016-47.1% | $10,362-38.7% | $13,398-52.6% |