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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 | $972,325 | $227,291+327.8% | $214,702+352.9% | $155,188+526.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 11.41% | 60.08%-48.7pp | 54.55%-43.1pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,167 | $9,582+89.6% | $9,147+98.6% | $6,531+178.2% |
| Admin fee / account holder | $7,036 | $20,413-65.5% | $19,830-64.5% | $14,480-51.4% |