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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 | $578,830 | $165,361+250.0% | $149,715+286.6% | $158,950+264.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.04% | 348.24%-334.2pp | 276.66%-262.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $3,616 | $5,103-29.1% | $4,645-22.1% | $4,762-24.1% |
| Participant deferral / active EE | $14,307 | $7,182+99.2% | $6,842+109.1% | $5,983+139.1% |
| Admin fee / account holder | $4,547 | $10,808-57.9% | $9,310-51.2% | $11,248-59.6% |