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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 | $568,722 | $183,592+209.8% | $155,574+265.6% | $145,877+289.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 23.28% | 61.37%-38.1pp | 64.87%-41.6pp | 551.28%-528.0pp |
| Employer contribution / active EE | $3,163 | $5,317-40.5% | $4,676-32.4% | $4,663-32.2% |
| Participant deferral / active EE | $10,528 | $6,466+62.8% | $5,629+87.0% | $6,691+57.4% |
| Admin fee / account holder | $22,782 | $19,316+17.9% | $15,914+43.2% | $13,402+70.0% |