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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 | $920,837 | $148,629+519.6% | $135,982+577.2% | $139,487+560.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.20% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $2,807 | $5,247-46.5% | $4,859-42.2% | $4,755-41.0% |
| Participant deferral / active EE | $11,485 | $8,102+41.7% | $7,760+48.0% | $6,713+71.1% |
| Admin fee / account holder | $516 | $12,406-95.8% | $10,767-95.2% | $11,407-95.5% |