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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 | $633,759 | $183,627+245.1% | $155,602+307.3% | $145,978+334.1% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 15.66% | 61.32%-45.7pp | 64.81%-49.1pp | 550.52%-534.9pp |
| Employer contribution / active EE | $2,704 | $5,316-49.1% | $4,675-42.2% | $4,662-42.0% |
| Participant deferral / active EE | $9,512 | $6,466+47.1% | $5,629+69.0% | $6,690+42.2% |
| Admin fee / account holder | $27,233 | $19,327+40.9% | $15,923+71.0% | $13,400+103.2% |