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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 | $166,131+468.0% | $164,975+471.9% | $145,877+546.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 11.21% | 100.37%-89.2pp | 70.12%-58.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $24,298 | $5,276+360.6% | $4,343+459.5% | $4,663+421.1% |
| Participant deferral / active EE | $16,890 | $6,962+142.6% | $6,033+179.9% | $6,691+152.4% |
| Admin fee / account holder | $25,030 | $16,648+50.3% | $12,688+97.3% | $13,402+86.8% |