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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 | $1,513,651 | $154,228+881.4% | $145,433+940.8% | $137,256+1002.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.87% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,221 | $4,804+50.3% | $4,554+58.5% | $4,156+73.7% |
| Participant deferral / active EE | $20,667 | $8,216+151.5% | $7,897+161.7% | $6,407+222.6% |
| Admin fee / account holder | $66,065 | $14,344+360.6% | $13,129+403.2% | $12,270+438.4% |