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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 | $693,988 | $185,312+274.5% | $161,489+329.7% | $154,746+348.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 10.98% | 103.84%-92.9pp | 89.72%-78.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $4,407 | $4,769-7.6% | $4,268+3.3% | $4,379+0.6% |
| Participant deferral / active EE | $8,277 | $6,350+30.3% | $5,630+47.0% | $6,730+23.0% |
| Admin fee / account holder | $6,881 | $18,654-63.1% | $16,006-57.0% | $14,365-52.1% |