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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 | $582,941 | $174,379+234.3% | $152,093+283.3% | $138,895+319.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 17.30% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,787 | $4,652-40.1% | $4,175-33.2% | $4,194-33.6% |
| Participant deferral / active EE | $13,933 | $6,159+126.2% | $5,451+155.6% | $6,396+117.8% |
| Admin fee / account holder | $16,211 | $16,880-4.0% | $14,497+11.8% | $12,562+29.0% |