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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 | $693,681 | $209,336+231.4% | $197,124+251.9% | $137,256+405.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.81% | 48.09%-32.3pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,600 | $6,591-75.7% | $6,227-74.3% | $4,156-61.5% |
| Participant deferral / active EE | $12,925 | $9,614+34.4% | $9,135+41.5% | $6,407+101.7% |
| Admin fee / account holder | $2,485 | $17,308-85.6% | $16,298-84.8% | $12,270-79.8% |