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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 | $765,093 | $99,053+672.4% | $88,179+767.7% | $138,895+450.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 14.37% | 78.17%-63.8pp | 64.97%-50.6pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,607 | $2,882-9.6% | $2,549+2.2% | $4,194-37.9% |
| Participant deferral / active EE | $16,788 | $5,225+221.3% | $4,614+263.9% | $6,396+162.5% |
| Admin fee / account holder | $2,878 | $8,748-67.1% | $7,673-62.5% | $12,562-77.1% |