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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 | $545,696 | $154,228+253.8% | $145,433+275.2% | $137,256+297.6% |
| Participation rate | 34.8% | 83.8%-49.0pp | 82.1%-47.3pp | 80.0%-45.2pp |
| Annual return | 16.04% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,214 | $8,216+12.1% | $7,897+16.7% | $6,407+43.8% |
| Admin fee / account holder | $1,953 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |