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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 | $832,106 | $185,312+349.0% | $161,489+415.3% | $154,746+437.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.73% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,240 | $4,769-74.0% | $4,268-70.9% | $4,379-71.7% |
| Participant deferral / active EE | $5,606 | $6,350-11.7% | $5,630-0.4% | $6,730-16.7% |
| Admin fee / account holder | $1,325 | $18,654-92.9% | $16,006-91.7% | $14,365-90.8% |