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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 | $894,249 | $174,379+412.8% | $152,093+488.0% | $138,895+543.8% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 15.96% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $9,635 | $4,652+107.1% | $4,175+130.8% | $4,194+129.7% |
| Participant deferral / active EE | $6,588 | $6,159+7.0% | $5,451+20.8% | $6,396+3.0% |
| Admin fee / account holder | $4,785 | $16,880-71.7% | $14,497-67.0% | $12,562-61.9% |