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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 | $764,571 | $185,312+312.6% | $161,489+373.5% | $154,746+394.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 17.18% | 103.84%-86.7pp | 89.72%-72.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $5,936 | $4,769+24.5% | $4,268+39.1% | $4,379+35.6% |
| Participant deferral / active EE | $16,682 | $6,350+162.7% | $5,630+196.3% | $6,730+147.9% |
| Admin fee / account holder | $47,761 | $18,654+156.0% | $16,006+198.4% | $14,365+232.5% |