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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 | $516,176 | $129,737+297.9% | $119,126+333.3% | $154,746+233.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 19.27% | 379.08%-359.8pp | 282.11%-262.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $6,620 | $4,375+51.3% | $4,034+64.1% | $4,379+51.2% |
| Participant deferral / active EE | $14,951 | $5,842+155.9% | $5,318+181.1% | $6,730+122.1% |
| Admin fee / account holder | $2,888 | $11,961-75.9% | $10,693-73.0% | $14,365-79.9% |