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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 | $490,038 | $111,814+338.3% | $103,378+374.0% | $145,978+235.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.53% | 24.80%-15.3pp | 24.91%-15.4pp | 550.52%-541.0pp |
| Employer contribution / active EE | $16,331 | $4,215+287.4% | $3,870+321.9% | $4,662+250.3% |
| Participant deferral / active EE | $10,870 | $5,618+93.5% | $5,058+114.9% | $6,690+62.5% |
| Admin fee / account holder | $13,034 | $9,764+33.5% | $8,401+55.1% | $13,400-2.7% |