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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 | $603,777 | $162,136+272.4% | $152,301+296.4% | $154,746+290.2% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 12.21% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $7,821 | $4,890+59.9% | $4,624+69.1% | $4,379+78.6% |
| Participant deferral / active EE | $12,730 | $8,341+52.6% | $8,004+59.0% | $6,730+89.1% |
| Admin fee / account holder | $1,254 | $15,759-92.0% | $14,398-91.3% | $14,365-91.3% |