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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 | $559,331 | $183,516+204.8% | $155,534+259.6% | $145,884+283.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 13.07% | 61.43%-48.4pp | 64.92%-51.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,514 | $5,315-33.9% | $4,675-24.8% | $4,662-24.6% |
| Participant deferral / active EE | $7,643 | $6,467+18.2% | $5,630+35.7% | $6,690+14.2% |
| Admin fee / account holder | $1,043 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |