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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 | $593,633 | $196,972+201.4% | $182,262+225.7% | $198,609+198.9% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.16% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $6,769 | $5,364+26.2% | $5,046+34.2% | $5,055+33.9% |
| Participant deferral / active EE | $15,743 | $8,643+82.2% | $8,276+90.2% | $6,977+125.6% |
| Admin fee / account holder | $10,256 | $18,429-44.3% | $16,712-38.6% | $19,030-46.1% |