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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 | $587,775 | $162,136+262.5% | $152,301+285.9% | $154,746+279.8% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 15.14% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,413 | $4,890-50.7% | $4,624-47.8% | $4,379-44.9% |
| Participant deferral / active EE | $10,688 | $8,341+28.1% | $8,004+33.5% | $6,730+58.8% |
| Admin fee / account holder | $2,472 | $15,759-84.3% | $14,398-82.8% | $14,365-82.8% |