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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 | $928,721 | $175,257+429.9% | $149,717+520.3% | $139,456+566.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 25.02% | 166.70%-141.7pp | 134.41%-109.4pp | 373.45%-348.4pp |
| Employer contribution / active EE | $15,923 | $5,477+190.7% | $4,820+230.4% | $4,753+235.0% |
| Participant deferral / active EE | $10,553 | $6,521+61.8% | $5,682+85.7% | $6,711+57.2% |
| Admin fee / account holder | $6,991 | $16,156-56.7% | $13,213-47.1% | $11,407-38.7% |