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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 | $519,031 | $162,136+220.1% | $152,301+240.8% | $154,746+235.4% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 15.51% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,533 | $4,890-48.2% | $4,624-45.2% | $4,379-42.1% |
| Participant deferral / active EE | $6,347 | $8,341-23.9% | $8,004-20.7% | $6,730-5.7% |
| Admin fee / account holder | $3,309 | $15,759-79.0% | $14,398-77.0% | $14,365-77.0% |