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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 | $588,813 | $201,372+192.4% | $184,260+219.6% | $145,884+303.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 23.88% | 29.04%-5.2pp | 28.84%-5.0pp | 551.85%-528.0pp |
| Employer contribution / active EE | $7,639 | $7,024+8.8% | $6,427+18.8% | $4,662+63.8% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,690+52.0% |
| Admin fee / account holder | $19,575 | $16,362+19.6% | $13,898+40.8% | $13,392+46.2% |