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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 | $587,032 | $171,930+241.4% | $151,266+288.1% | $154,746+279.4% |
| Participation rate | 66.7% | 80.5%-13.9pp | 77.0%-10.3pp | 80.7%-14.0pp |
| Annual return | 12.72% | 242.03%-229.3pp | 180.60%-167.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $4,162 | $4,710-11.6% | $4,237-1.8% | $4,379-5.0% |
| Participant deferral / active EE | $11,927 | $8,191+45.6% | $7,337+62.6% | $6,730+77.2% |
| Admin fee / account holder | $97,109 | $15,803+514.5% | $13,159+637.9% | $14,365+576.0% |