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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 | $668,867 | $175,259+281.6% | $149,723+346.7% | $139,487+379.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.22% | 166.82%-152.6pp | 134.50%-120.3pp | 373.84%-359.6pp |
| Employer contribution / active EE | $6,600 | $5,478+20.5% | $4,821+36.9% | $4,755+38.8% |
| Participant deferral / active EE | $17,500 | $6,522+168.3% | $5,682+208.0% | $6,713+160.7% |
| Admin fee / account holder | $97,590 | $16,158+504.0% | $13,215+638.5% | $11,407+755.5% |