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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 | $156,398+290.4% | $147,318+314.5% | $138,895+339.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.42% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,020 | $4,853-79.0% | $4,593-77.8% | $4,194-75.7% |
| Participant deferral / active EE | $10,333 | $8,237+25.4% | $7,906+30.7% | $6,396+61.6% |
| Admin fee / account holder | $534 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |