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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 | $533,111 | $209,425+154.6% | $178,499+198.7% | $158,966+235.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 13.21% | 188.80%-175.6pp | 151.10%-137.9pp | 302.95%-289.7pp |
| Employer contribution / active EE | $8,721 | $5,707+52.8% | $5,011+74.0% | $4,762+83.1% |
| Participant deferral / active EE | $5,815 | $5,955-2.4% | $5,202+11.8% | $5,983-2.8% |
| Admin fee / account holder | $12,219 | $17,078-28.5% | $13,986-12.6% | $11,250+8.6% |