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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 | $986,454 | $183,516+437.5% | $155,534+534.2% | $145,884+576.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.39% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $20,097 | $5,315+278.1% | $4,675+329.9% | $4,662+331.1% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,630+261.1% | $6,690+204.0% |
| Admin fee / account holder | $11,038 | $19,293-42.8% | $15,900-30.6% | $13,392-17.6% |