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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 | $162,136+210.6% | $152,301+230.7% | $154,746+225.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.99% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $29,187 | $4,890+496.8% | $4,624+531.1% | $4,379+566.5% |
| Participant deferral / active EE | $14,983 | $8,341+79.6% | $8,004+87.2% | $6,730+122.6% |
| Admin fee / account holder | $4,052 | $15,759-74.3% | $14,398-71.9% | $14,365-71.8% |