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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 | $789,859 | $185,312+326.2% | $161,489+389.1% | $154,746+410.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 11.77% | 103.84%-92.1pp | 89.72%-77.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,059 | $4,769-56.8% | $4,268-51.8% | $4,379-53.0% |
| Participant deferral / active EE | $13,524 | $6,350+113.0% | $5,630+140.2% | $6,730+100.9% |
| Admin fee / account holder | $23,246 | $18,654+24.6% | $16,006+45.2% | $14,365+61.8% |