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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 | $643,546 | $100,139+542.7% | $85,187+655.4% | $145,884+341.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 14.53% | 84.15%-69.6pp | 66.67%-52.1pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,647 | $3,238-18.3% | $2,732-3.1% | $4,662-43.2% |
| Participant deferral / active EE | $17,025 | $5,296+221.5% | $4,525+276.3% | $6,690+154.5% |
| Admin fee / account holder | $2,217 | $7,262-69.5% | $6,162-64.0% | $13,392-83.4% |