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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 | $823,780 | $174,379+372.4% | $152,093+441.6% | $138,895+493.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 19.23% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,326 | $4,652-50.0% | $4,175-44.3% | $4,194-44.5% |
| Participant deferral / active EE | $13,150 | $6,159+113.5% | $5,451+141.2% | $6,396+105.6% |
| Admin fee / account holder | $530 | $16,880-96.9% | $14,497-96.3% | $12,562-95.8% |