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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 | $635,131 | $156,398+306.1% | $147,318+331.1% | $138,895+357.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.13% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,831 | $4,853-41.7% | $4,593-38.4% | $4,194-32.5% |
| Participant deferral / active EE | $11,230 | $8,237+36.3% | $7,906+42.0% | $6,396+75.6% |
| Admin fee / account holder | $2,780 | $14,976-81.4% | $13,708-79.7% | $12,562-77.9% |