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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 | $613,770 | $156,398+292.4% | $147,318+316.6% | $138,895+341.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.88% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,036 | $4,853-58.0% | $4,593-55.7% | $4,194-51.5% |
| Participant deferral / active EE | $7,999 | $8,237-2.9% | $7,906+1.2% | $6,396+25.1% |
| Admin fee / account holder | $2,146 | $14,976-85.7% | $13,708-84.3% | $12,562-82.9% |