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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 | $155,555+281.6% | $146,866+304.2% | $155,188+282.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.16% | 115.41%-98.2pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $6,769 | $4,647+45.7% | $4,425+53.0% | $4,248+59.4% |
| Participant deferral / active EE | $15,743 | $8,044+95.7% | $7,759+102.9% | $6,531+141.0% |
| Admin fee / account holder | $10,256 | $14,755-30.5% | $13,620-24.7% | $14,480-29.2% |