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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 | $867,699 | $181,062+379.2% | $158,223+448.4% | $155,188+459.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 13.51% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $3,822 | $4,565-16.3% | $4,109-7.0% | $4,248-10.0% |
| Participant deferral / active EE | $6,873 | $6,134+12.0% | $5,467+25.7% | $6,531+5.2% |
| Admin fee / account holder | $8,287 | $18,825-56.0% | $16,047-48.4% | $14,480-42.8% |