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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 | $672,765 | $102,595+555.7% | $94,057+615.3% | $154,746+334.8% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 16.70% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,717 | $3,147+49.9% | $2,933+60.8% | $4,379+7.7% |
| Participant deferral / active EE | $6,681 | $5,118+30.5% | $4,709+41.9% | $6,730-0.7% |
| Admin fee / account holder | $59,563 | $7,736+669.9% | $7,244+722.2% | $14,365+314.6% |