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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 | $775,916 | $172,111+350.8% | $150,298+416.3% | $137,256+465.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 12.85% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,669 | $4,636-42.4% | $4,154-35.8% | $4,156-35.8% |
| Participant deferral / active EE | $14,983 | $6,166+143.0% | $5,453+174.8% | $6,407+133.9% |
| Admin fee / account holder | $166,495 | $16,471+910.8% | $14,116+1079.5% | $12,270+1256.9% |