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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 | $617,443 | $165,381+273.3% | $149,730+312.4% | $158,966+288.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.94% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.0pp |
| Employer contribution / active EE | $8,377 | $5,104+64.1% | $4,645+80.3% | $4,762+75.9% |
| Participant deferral / active EE | $7,914 | $7,182+10.2% | $6,843+15.7% | $5,983+32.3% |
| Admin fee / account holder | $9,612 | $10,809-11.1% | $9,310+3.2% | $11,250-14.6% |