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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 | $828,737 | $181,062+357.7% | $158,223+423.8% | $155,188+434.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.48% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $11,452 | $4,565+150.9% | $4,109+178.7% | $4,248+169.6% |
| Participant deferral / active EE | $11,673 | $6,134+90.3% | $5,467+113.5% | $6,531+78.7% |
| Admin fee / account holder | $31,817 | $18,825+69.0% | $16,047+98.3% | $14,480+119.7% |