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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 | $162,136+364.4% | $152,301+394.4% | $154,746+386.6% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 14.66% | 91.02%-76.4pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,195 | $4,890-55.1% | $4,624-52.5% | $4,379-49.9% |
| Participant deferral / active EE | $12,448 | $8,341+49.2% | $8,004+55.5% | $6,730+85.0% |
| Admin fee / account holder | $1,508 | $15,759-90.4% | $14,398-89.5% | $14,365-89.5% |