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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 | $926,586 | $180,749+412.6% | $160,784+476.3% | $137,256+575.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 22.42% | 2234.46%-2212.0pp | 1803.92%-1781.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,610 | $4,155-13.1% | $3,733-3.3% | $4,156-13.1% |
| Participant deferral / active EE | $21,917 | $6,844+220.2% | $6,293+248.3% | $6,407+242.1% |
| Admin fee / account holder | $4,243 | $10,397-59.2% | $9,717-56.3% | $12,270-65.4% |