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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 | $715,236 | $167,352+327.4% | $143,788+397.4% | $134,509+431.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.11% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $11,690 | $5,620+108.0% | $4,952+136.1% | $4,741+146.6% |
| Participant deferral / active EE | $10,228 | $6,447+58.7% | $5,638+81.4% | $6,400+59.8% |
| Admin fee / account holder | $24,430 | $18,091+35.0% | $14,675+66.5% | $11,427+113.8% |