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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 | $645,136 | $183,516+251.5% | $155,534+314.8% | $145,884+342.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.55% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $10,774 | $5,315+102.7% | $4,675+130.5% | $4,662+131.1% |
| Participant deferral / active EE | $12,418 | $6,467+92.0% | $5,630+120.5% | $6,690+85.6% |
| Admin fee / account holder | $3,791 | $19,293-80.3% | $15,900-76.2% | $13,392-71.7% |