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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 | $223,823+203.6% | $211,142+221.8% | $154,746+339.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 12.60% | 50.39%-37.8pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $22,087 | $6,787+225.4% | $6,442+242.8% | $4,379+404.4% |
| Participant deferral / active EE | $17,500 | $9,750+79.5% | $9,284+88.5% | $6,730+160.0% |
| Admin fee / account holder | $2,053 | $19,707-89.6% | $19,076-89.2% | $14,365-85.7% |