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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 | $630,545 | $114,119+452.5% | $107,187+488.3% | $138,895+354.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 15.90% | 273.21%-257.3pp | 204.55%-188.7pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,993 | $4,059-50.9% | $3,782-47.3% | $4,194-52.5% |
| Participant deferral / active EE | $11,217 | $5,538+102.5% | $5,096+120.1% | $6,396+75.4% |
| Admin fee / account holder | $4,493 | $10,024-55.2% | $9,162-51.0% | $12,562-64.2% |