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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 | $675,411 | $185,312+264.5% | $161,489+318.2% | $154,746+336.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.40% | 103.84%-82.4pp | 89.72%-68.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,459 | $4,769-48.4% | $4,268-42.4% | $4,379-43.8% |
| Participant deferral / active EE | $18,667 | $6,350+194.0% | $5,630+231.6% | $6,730+177.4% |
| Admin fee / account holder | $472 | $18,654-97.5% | $16,006-97.0% | $14,365-96.7% |