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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 | $477,656 | $154,228+209.7% | $145,433+228.4% | $137,256+248.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.37% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $27,259 | $4,804+467.4% | $4,554+498.5% | $4,156+555.9% |
| Participant deferral / active EE | $23,763 | $8,216+189.2% | $7,897+200.9% | $6,407+270.9% |
| Admin fee / account holder | $23,059 | $14,344+60.8% | $13,129+75.6% | $12,270+87.9% |