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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 | $610,626 | $155,555+292.5% | $146,866+315.8% | $155,188+293.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 14.42% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,020 | $4,647-78.0% | $4,425-76.9% | $4,248-76.0% |
| Participant deferral / active EE | $10,333 | $8,044+28.5% | $7,759+33.2% | $6,531+58.2% |
| Admin fee / account holder | $534 | $14,755-96.4% | $13,620-96.1% | $14,480-96.3% |