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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 | $542,113 | $209,336+159.0% | $197,124+175.0% | $137,256+295.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.69% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $6,922 | $6,591+5.0% | $6,227+11.1% | $4,156+66.5% |
| Participant deferral / active EE | $11,337 | $9,614+17.9% | $9,135+24.1% | $6,407+76.9% |
| Admin fee / account holder | $24,135 | $17,308+39.4% | $16,298+48.1% | $12,270+96.7% |