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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 | $439,753 | $232,540+89.1% | $185,117+137.6% | $147,586+198.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 18.75% | 43.03%-24.3pp | 40.50%-21.7pp | 578.59%-559.8pp |
| Employer contribution / active EE | $19,419 | $5,195+273.8% | $4,182+364.4% | $4,876+298.2% |
| Participant deferral / active EE | $10,836 | $5,834+85.7% | $5,045+114.8% | $5,439+99.2% |
| Admin fee / account holder | $1,256 | $10,275-87.8% | $8,159-84.6% | $10,886-88.5% |