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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 | $702,456 | $201,370+248.8% | $184,256+281.2% | $145,897+381.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.65% | 29.05%-10.4pp | 28.85%-10.2pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,260 | $7,024-67.8% | $6,427-64.8% | $4,663-51.5% |
| Participant deferral / active EE | $11,475 | $9,808+17.0% | $9,133+25.6% | $6,689+71.5% |
| Admin fee / account holder | $8,000 | $16,364-51.1% | $13,899-42.4% | $13,390-40.3% |