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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 | $641,681 | $185,312+246.3% | $161,489+297.4% | $154,746+314.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.38% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $8,659 | $4,769+81.6% | $4,268+102.9% | $4,379+97.7% |
| Participant deferral / active EE | $6,604 | $6,350+4.0% | $5,630+17.3% | $6,730-1.9% |
| Admin fee / account holder | $2,197 | $18,654-88.2% | $16,006-86.3% | $14,365-84.7% |