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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 | $943,555 | $166,268+467.5% | $165,100+471.5% | $145,897+546.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 11.21% | 100.52%-89.3pp | 70.21%-59.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $24,298 | $5,284+359.8% | $4,348+458.8% | $4,663+421.1% |
| Participant deferral / active EE | $16,890 | $6,964+142.5% | $6,035+179.8% | $6,689+152.5% |
| Admin fee / account holder | $25,030 | $16,659+50.2% | $12,696+97.2% | $13,390+86.9% |