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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 | $503,672 | $154,228+226.6% | $145,433+246.3% | $137,256+267.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $29,187 | $4,804+507.6% | $4,554+540.8% | $4,156+602.3% |
| Participant deferral / active EE | $14,983 | $8,216+82.4% | $7,897+89.7% | $6,407+133.9% |
| Admin fee / account holder | $4,052 | $14,344-71.8% | $13,129-69.1% | $12,270-67.0% |