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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 | $695,472 | $217,432+219.9% | $185,849+274.2% | $167,536+315.1% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 20.74% | 148.42%-127.7pp | 122.10%-101.4pp | 478.82%-458.1pp |
| Employer contribution / active EE | $2,573 | $5,875-56.2% | $5,169-50.2% | $4,839-46.8% |
| Participant deferral / active EE | $17,333 | $6,357+172.6% | $5,569+211.3% | $6,342+173.3% |
| Admin fee / account holder | $1,400 | $19,818-92.9% | $16,244-91.4% | $12,315-88.6% |