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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 | $679,455 | $209,336+224.6% | $197,124+244.7% | $137,256+395.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 12.60% | 48.09%-35.5pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $22,087 | $6,591+235.1% | $6,227+254.7% | $4,156+431.4% |
| Participant deferral / active EE | $17,500 | $9,614+82.0% | $9,135+91.6% | $6,407+173.1% |
| Admin fee / account holder | $2,053 | $17,308-88.1% | $16,298-87.4% | $12,270-83.3% |