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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 | $790,380 | $165,399+377.9% | $149,745+427.8% | $158,982+397.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.41% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,597 | $5,105-49.1% | $4,646-44.1% | $4,763-45.5% |
| Participant deferral / active EE | $10,784 | $7,183+50.1% | $6,843+57.6% | $5,983+80.2% |
| Admin fee / account holder | $478 | $10,811-95.6% | $9,312-94.9% | $11,252-95.8% |