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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 | $752,967 | $155,555+384.1% | $146,866+412.7% | $155,188+385.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 14.66% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,195 | $4,647-52.8% | $4,425-50.4% | $4,248-48.3% |
| Participant deferral / active EE | $12,448 | $8,044+54.7% | $7,759+60.4% | $6,531+90.6% |
| Admin fee / account holder | $1,508 | $14,755-89.8% | $13,620-88.9% | $14,480-89.6% |