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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 | $901,584 | $132,099+582.5% | $115,599+679.9% | $138,895+549.1% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.3%-18.7pp | 79.9%-24.4pp |
| Annual return | 16.88% | 176.76%-159.9pp | 111.10%-94.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,709 | $3,416+8.6% | $2,955+25.5% | $4,194-11.6% |
| Participant deferral / active EE | $9,213 | $5,617+64.0% | $4,889+88.4% | $6,396+44.0% |
| Admin fee / account holder | $15,904 | $15,650+1.6% | $12,841+23.9% | $12,562+26.6% |