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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 | $816,298 | $202,430+303.2% | $169,369+382.0% | $139,427+485.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 11.46% | 531.86%-520.4pp | 405.70%-394.2pp | 373.27%-361.8pp |
| Employer contribution / active EE | $5,636 | $4,690+20.2% | $4,011+40.5% | $4,752+18.6% |
| Participant deferral / active EE | $9,367 | $6,938+35.0% | $6,221+50.6% | $6,711+39.6% |
| Admin fee / account holder | $5,417 | $10,716-49.5% | $9,009-39.9% | $11,404-52.5% |