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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 | $719,803 | $172,111+318.2% | $150,298+378.9% | $137,256+424.4% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 18.20% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,537 | $4,636-45.3% | $4,154-38.9% | $4,156-39.0% |
| Participant deferral / active EE | $11,447 | $6,166+85.7% | $5,453+109.9% | $6,407+78.7% |
| Admin fee / account holder | $5,455 | $16,471-66.9% | $14,116-61.4% | $12,270-55.5% |