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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 | $529,711 | $196,972+168.9% | $182,262+190.6% | $198,609+166.7% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 18.51% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $9,409 | $5,364+75.4% | $5,046+86.5% | $5,055+86.1% |
| Participant deferral / active EE | $7,833 | $8,643-9.4% | $8,276-5.4% | $6,977+12.3% |
| Admin fee / account holder | $2,527 | $18,429-86.3% | $16,712-84.9% | $19,030-86.7% |