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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 | $865,055 | $154,228+460.9% | $145,433+494.8% | $137,256+530.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.66% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,680 | $4,804-23.4% | $4,554-19.2% | $4,156-11.5% |
| Participant deferral / active EE | $16,728 | $8,216+103.6% | $7,897+111.8% | $6,407+161.1% |
| Admin fee / account holder | $7,624 | $14,344-46.8% | $13,129-41.9% | $12,270-37.9% |