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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 | $586,397 | $174,379+236.3% | $152,093+285.6% | $138,895+322.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 14.83% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,984 | $4,652-57.4% | $4,175-52.5% | $4,194-52.7% |
| Participant deferral / active EE | $20,607 | $6,159+234.6% | $5,451+278.0% | $6,396+222.2% |
| Admin fee / account holder | $23,237 | $16,880+37.7% | $14,497+60.3% | $12,562+85.0% |