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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 | $212,386+226.6% | $199,883+247.0% | $138,895+399.4% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 15.81% | 47.75%-31.9pp | 43.81%-28.0pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,600 | $6,625-75.8% | $6,261-74.4% | $4,194-61.9% |
| Participant deferral / active EE | $12,925 | $9,617+34.4% | $9,138+41.4% | $6,396+102.1% |
| Admin fee / account holder | $2,485 | $18,233-86.4% | $17,268-85.6% | $12,562-80.2% |