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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 | $713,926 | $201,370+254.5% | $184,256+287.5% | $145,897+389.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 21.18% | 29.05%-7.9pp | 28.85%-7.7pp | 552.29%-531.1pp |
| Employer contribution / active EE | $17,491 | $7,024+149.0% | $6,427+172.1% | $4,663+275.1% |
| Participant deferral / active EE | $10,450 | $9,808+6.5% | $9,133+14.4% | $6,689+56.2% |
| Admin fee / account holder | $959 | $16,364-94.1% | $13,899-93.1% | $13,390-92.8% |