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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 | $922,519 | $211,224+336.7% | $178,505+416.8% | $145,897+532.3% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 18.57% | 30.28%-11.7pp | 27.16%-8.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $18,168 | $4,577+297.0% | $3,955+359.3% | $4,663+289.6% |
| Participant deferral / active EE | $20,333 | $6,966+191.9% | $6,280+223.8% | $6,689+204.0% |
| Admin fee / account holder | $10,725 | $12,109-11.4% | $10,428+2.8% | $13,390-19.9% |