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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 | $1,582,600 | $226,135+599.8% | $182,558+766.9% | $152,909+935.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 23.95% | 192.60%-168.6pp | 148.59%-124.6pp | 345.46%-321.5pp |
| Employer contribution / active EE | $6,200 | $4,979+24.5% | $4,076+52.1% | $4,764+30.1% |
| Participant deferral / active EE | $14,667 | $6,371+130.2% | $5,526+165.4% | $5,851+150.7% |
| Admin fee / account holder | $12,816 | $10,707+19.7% | $8,594+49.1% | $11,601+10.5% |