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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 | $627,555 | $155,555+303.4% | $146,866+327.3% | $155,188+304.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 13.69% | 115.41%-101.7pp | 102.85%-89.2pp | 148.84%-135.1pp |
| Employer contribution / active EE | $7,045 | $4,647+51.6% | $4,425+59.2% | $4,248+65.8% |
| Participant deferral / active EE | $7,589 | $8,044-5.7% | $7,759-2.2% | $6,531+16.2% |
| Admin fee / account holder | $6,428 | $14,755-56.4% | $13,620-52.8% | $14,480-55.6% |