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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 | $544,594 | $155,555+250.1% | $146,866+270.8% | $155,188+250.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 11.89% | 115.41%-103.5pp | 102.85%-91.0pp | 148.84%-136.9pp |
| Employer contribution / active EE | $12,500 | $4,647+169.0% | $4,425+182.5% | $4,248+194.3% |
| Participant deferral / active EE | $10,167 | $8,044+26.4% | $7,759+31.0% | $6,531+55.7% |
| Admin fee / account holder | $3,039 | $14,755-79.4% | $13,620-77.7% | $14,480-79.0% |