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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 | $814,953 | $154,228+428.4% | $145,433+460.4% | $137,256+493.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 15.30% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,880 | $4,804-19.2% | $4,554-14.8% | $4,156-6.6% |
| Participant deferral / active EE | $9,612 | $8,216+17.0% | $7,897+21.7% | $6,407+50.0% |
| Admin fee / account holder | $2,795 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |