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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 | $589,423 | $154,228+282.2% | $145,433+305.3% | $137,256+329.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.40% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $15,540 | $4,804+223.5% | $4,554+241.2% | $4,156+273.9% |
| Participant deferral / active EE | $6,867 | $8,216-16.4% | $7,897-13.1% | $6,407+7.2% |
| Admin fee / account holder | $26,828 | $14,344+87.0% | $13,129+104.3% | $12,270+118.6% |