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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 | $418,785 | $175,257+139.0% | $149,717+179.7% | $139,456+200.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 13.35% | 166.70%-153.4pp | 134.41%-121.1pp | 373.45%-360.1pp |
| Employer contribution / active EE | $1,554 | $5,477-71.6% | $4,820-67.7% | $4,753-67.3% |
| Participant deferral / active EE | $10,646 | $6,521+63.3% | $5,682+87.4% | $6,711+58.6% |
| Admin fee / account holder | $1,503 | $16,156-90.7% | $13,213-88.6% | $11,407-86.8% |