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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 | $718,040 | $69,118+938.9% | $53,647+1238.5% | $138,895+417.0% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 15.63% | 248.26%-232.6pp | 358.33%-342.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $5,327 | $1,189+347.9% | $962+453.8% | $4,194+27.0% |
| Participant deferral / active EE | $21,593 | $2,274+849.6% | $1,813+1090.9% | $6,396+237.6% |
| Admin fee / account holder | $2,482 | $2,724-8.9% | $2,460+0.9% | $12,562-80.2% |