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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 | $644,237 | $174,379+269.4% | $152,093+323.6% | $138,895+363.8% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 13.72% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,850 | $4,652-38.7% | $4,175-31.7% | $4,194-32.1% |
| Participant deferral / active EE | $7,314 | $6,159+18.8% | $5,451+34.2% | $6,396+14.4% |
| Admin fee / account holder | $13,446 | $16,880-20.3% | $14,497-7.2% | $12,562+7.0% |