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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 | $669,447 | $178,174+275.7% | $156,181+328.6% | $137,256+387.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 13.04% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,785 | $4,972-64.1% | $4,294-58.4% | $4,156-57.1% |
| Participant deferral / active EE | $7,374 | $6,888+7.1% | $6,132+20.3% | $6,407+15.1% |
| Admin fee / account holder | $874 | $17,404-95.0% | $14,586-94.0% | $12,270-92.9% |