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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 | $593,633 | $154,228+284.9% | $145,433+308.2% | $137,256+332.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.16% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $6,769 | $4,804+40.9% | $4,554+48.6% | $4,156+62.9% |
| Participant deferral / active EE | $15,743 | $8,216+91.6% | $7,897+99.3% | $6,407+145.7% |
| Admin fee / account holder | $10,256 | $14,344-28.5% | $13,129-21.9% | $12,270-16.4% |