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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 | $615,034 | $69,248+788.2% | $64,101+859.5% | $139,466+341.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.23% | 45.95%-30.7pp | 33.72%-18.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,638 | $3,185-17.2% | $2,749-4.0% | $4,754-44.5% |
| Participant deferral / active EE | $12,193 | $4,682+160.4% | $3,881+214.2% | $6,712+81.7% |
| Admin fee / account holder | $4,039 | $4,247-4.9% | $3,070+31.6% | $11,409-64.6% |