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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 | $556,053 | $172,111+223.1% | $150,298+270.0% | $137,256+305.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.76% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,778 | $4,636+3.1% | $4,154+15.0% | $4,156+15.0% |
| Participant deferral / active EE | $10,067 | $6,166+63.3% | $5,453+84.6% | $6,407+57.1% |
| Admin fee / account holder | $8,008 | $16,471-51.4% | $14,116-43.3% | $12,270-34.7% |