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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 | $681,182 | $174,379+290.6% | $152,093+347.9% | $138,895+390.4% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 15.52% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $17,954 | $4,652+286.0% | $4,175+330.1% | $4,194+328.1% |
| Participant deferral / active EE | $14,113 | $6,159+129.1% | $5,451+158.9% | $6,396+120.6% |
| Admin fee / account holder | $3,104 | $16,880-81.6% | $14,497-78.6% | $12,562-75.3% |