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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 | $512,289 | $70,366+628.0% | $66,674+668.4% | $138,895+268.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 20.16% | 386.41%-366.3pp | 321.24%-301.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,295 | $2,765-17.0% | $2,620-12.4% | $4,194-45.3% |
| Participant deferral / active EE | $19,728 | $4,374+351.0% | $4,084+383.1% | $6,396+208.4% |
| Admin fee / account holder | $6,454 | $5,262+22.6% | $5,098+26.6% | $12,562-48.6% |