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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 | $227,399+216.5% | $189,758+279.3% | $198,609+262.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 79.8%-10.6pp | 82.4%-13.1pp |
| Annual return | 18.20% | 61.03%-42.8pp | 52.62%-34.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,537 | $5,526-54.1% | $4,767-46.8% | $5,055-49.8% |
| Participant deferral / active EE | $11,447 | $6,837+67.4% | $5,856+95.5% | $6,977+64.1% |
| Admin fee / account holder | $5,455 | $25,162-78.3% | $20,388-73.2% | $19,030-71.3% |