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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 | $793,246 | $154,228+414.3% | $145,433+445.4% | $137,256+477.9% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 14.59% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $18,974 | $4,804+295.0% | $4,554+316.6% | $4,156+356.5% |
| Participant deferral / active EE | $5,118 | $8,216-37.7% | $7,897-35.2% | $6,407-20.1% |
| Admin fee / account holder | $234,311 | $14,344+1533.6% | $13,129+1684.7% | $12,270+1809.6% |