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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 | $815,133 | $174,379+367.4% | $152,093+435.9% | $138,895+486.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 16.22% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,837 | $4,652-39.0% | $4,175-32.0% | $4,194-32.4% |
| Participant deferral / active EE | $10,192 | $6,159+65.5% | $5,451+87.0% | $6,396+59.3% |
| Admin fee / account holder | $7,312 | $16,880-56.7% | $14,497-49.6% | $12,562-41.8% |