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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 | $859,750 | $162,136+430.3% | $152,301+464.5% | $154,746+455.6% |
| Participation rate | 11.1% | 84.1%-73.0pp | 82.4%-71.3pp | 80.7%-69.6pp |
| Annual return | 12.42% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $687 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |