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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 | $690,819 | $209,336+230.0% | $197,124+250.4% | $137,256+403.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.94% | 48.09%-33.1pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,947 | $6,591+35.8% | $6,227+43.7% | $4,156+115.3% |
| Participant deferral / active EE | $11,539 | $9,614+20.0% | $9,135+26.3% | $6,407+80.1% |
| Admin fee / account holder | $7,664 | $17,308-55.7% | $16,298-53.0% | $12,270-37.5% |