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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 | $162,136+287.1% | $152,301+312.0% | $154,746+305.5% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 13.69% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $7,045 | $4,890+44.1% | $4,624+52.3% | $4,379+60.9% |
| Participant deferral / active EE | $7,589 | $8,341-9.0% | $8,004-5.2% | $6,730+12.8% |
| Admin fee / account holder | $6,428 | $15,759-59.2% | $14,398-55.4% | $14,365-55.3% |