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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 | $836,137 | $148,629+462.6% | $135,982+514.9% | $139,487+499.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.34% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $2,096 | $5,247-60.0% | $4,859-56.9% | $4,755-55.9% |
| Participant deferral / active EE | $15,234 | $8,102+88.0% | $7,760+96.3% | $6,713+126.9% |
| Admin fee / account holder | $3,753 | $12,406-69.8% | $10,767-65.1% | $11,407-67.1% |