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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 | $185,312+344.5% | $161,489+410.1% | $154,746+432.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.23% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,326 | $4,769-51.2% | $4,268-45.5% | $4,379-46.9% |
| Participant deferral / active EE | $13,150 | $6,350+107.1% | $5,630+133.6% | $6,730+95.4% |
| Admin fee / account holder | $530 | $18,654-97.2% | $16,006-96.7% | $14,365-96.3% |