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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 | $774,505 | $183,592+321.9% | $155,574+397.8% | $145,877+430.9% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 16.47% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $20,716 | $5,317+289.6% | $4,676+343.1% | $4,663+344.3% |
| Participant deferral / active EE | $12,374 | $6,466+91.4% | $5,629+119.8% | $6,691+84.9% |
| Admin fee / account holder | $9,158 | $19,316-52.6% | $15,914-42.5% | $13,402-31.7% |