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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 | $700,680 | $154,228+354.3% | $145,433+381.8% | $137,256+410.5% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,959 | $4,804-17.6% | $4,554-13.1% | $4,156-4.7% |
| Participant deferral / active EE | $12,540 | $8,216+52.6% | $7,897+58.8% | $6,407+95.7% |
| Admin fee / account holder | $477 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |