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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 | $452,613 | $198,457+128.1% | $170,435+165.6% | $147,586+206.7% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 16.30% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $6,995 | $6,183+13.1% | $5,432+28.8% | $4,876+43.4% |
| Participant deferral / active EE | $6,223 | $5,629+10.5% | $4,939+26.0% | $5,439+14.4% |
| Admin fee / account holder | $2,015 | $16,852-88.0% | $13,881-85.5% | $10,886-81.5% |