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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 | $537,970 | $148,582+262.1% | $135,942+295.7% | $139,456+285.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.29% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $4,433 | $5,245-15.5% | $4,858-8.7% | $4,753-6.7% |
| Participant deferral / active EE | $9,484 | $8,101+17.1% | $7,759+22.2% | $6,711+41.3% |
| Admin fee / account holder | $1,135 | $12,402-90.9% | $10,764-89.5% | $11,407-90.1% |