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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 | $584,703 | $212,386+175.3% | $199,883+192.5% | $138,895+321.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 15.56% | 47.75%-32.2pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,121 | $6,625-52.9% | $6,261-50.2% | $4,194-25.6% |
| Participant deferral / active EE | $24,123 | $9,617+150.8% | $9,138+164.0% | $6,396+277.2% |
| Admin fee / account holder | $136,805 | $18,233+650.3% | $17,268+692.3% | $12,562+989.0% |