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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 | $1,513,651 | $162,136+833.6% | $152,301+893.9% | $154,746+878.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.87% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $7,221 | $4,890+47.7% | $4,624+56.1% | $4,379+64.9% |
| Participant deferral / active EE | $20,667 | $8,341+147.8% | $8,004+158.2% | $6,730+207.1% |
| Admin fee / account holder | $66,065 | $15,759+319.2% | $14,398+358.9% | $14,365+359.9% |