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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 | $185,312+288.4% | $161,489+345.7% | $154,746+365.2% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 18.20% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,537 | $4,769-46.8% | $4,268-40.6% | $4,379-42.1% |
| Participant deferral / active EE | $11,447 | $6,350+80.3% | $5,630+103.3% | $6,730+70.1% |
| Admin fee / account holder | $5,455 | $18,654-70.8% | $16,006-65.9% | $14,365-62.0% |