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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 | $514,904 | $183,592+180.5% | $155,574+231.0% | $145,877+253.0% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 12.81% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $6,762 | $5,317+27.2% | $4,676+44.6% | $4,663+45.0% |
| Participant deferral / active EE | $6,395 | $6,466-1.1% | $5,629+13.6% | $6,691-4.4% |
| Admin fee / account holder | $15,476 | $19,316-19.9% | $15,914-2.8% | $13,402+15.5% |