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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 | $544,227 | $174,379+212.1% | $152,093+257.8% | $138,895+291.8% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 11.48% | 74.86%-63.4pp | 66.36%-54.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $9,206 | $4,652+97.9% | $4,175+120.5% | $4,194+119.5% |
| Participant deferral / active EE | $7,966 | $6,159+29.3% | $5,451+46.1% | $6,396+24.5% |
| Admin fee / account holder | $4,488 | $16,880-73.4% | $14,497-69.0% | $12,562-64.3% |