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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 | $944,304 | $154,228+512.3% | $145,433+549.3% | $137,256+588.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.32% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,215 | $4,804+8.6% | $4,554+14.5% | $4,156+25.5% |
| Participant deferral / active EE | $22,333 | $8,216+171.8% | $7,897+182.8% | $6,407+248.6% |
| Admin fee / account holder | $532 | $14,344-96.3% | $13,129-95.9% | $12,270-95.7% |