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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 | $787,969 | $157,296+400.9% | $141,191+458.1% | $152,897+415.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.40% | 64.34%-37.9pp | 71.41%-45.0pp | 345.43%-319.0pp |
| Employer contribution / active EE | $5,397 | $5,262+2.6% | $4,736+14.0% | $4,764+13.3% |
| Participant deferral / active EE | $10,871 | $7,111+52.9% | $6,710+62.0% | $5,851+85.8% |
| Admin fee / account holder | $11,315 | $12,125-6.7% | $10,264+10.2% | $11,599-2.5% |