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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 | $530,054 | $172,111+208.0% | $150,298+252.7% | $137,256+286.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 15.16% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,597 | $4,636-0.8% | $4,154+10.7% | $4,156+10.6% |
| Participant deferral / active EE | $7,937 | $6,166+28.7% | $5,453+45.6% | $6,407+23.9% |
| Admin fee / account holder | $69,566 | $16,471+322.4% | $14,116+392.8% | $12,270+467.0% |