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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 | $503,672 | $196,972+155.7% | $182,262+176.3% | $198,609+153.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 16.99% | 158.27%-141.3pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $29,187 | $5,364+444.2% | $5,046+478.4% | $5,055+477.3% |
| Participant deferral / active EE | $14,983 | $8,643+73.4% | $8,276+81.0% | $6,977+114.8% |
| Admin fee / account holder | $4,052 | $18,429-78.0% | $16,712-75.8% | $19,030-78.7% |