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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 | $651,509 | $114,119+470.9% | $107,187+507.8% | $138,895+369.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.58% | 273.21%-256.6pp | 204.55%-188.0pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,058 | $4,059-49.3% | $3,782-45.6% | $4,194-50.9% |
| Participant deferral / active EE | $4,117 | $5,538-25.7% | $5,096-19.2% | $6,396-35.6% |
| Admin fee / account holder | $2,913 | $10,024-70.9% | $9,162-68.2% | $12,562-76.8% |