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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 | $455,743 | $114,119+299.4% | $107,187+325.2% | $138,895+228.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 13.55% | 273.21%-259.7pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,273 | $4,059-19.4% | $3,782-13.5% | $4,194-22.0% |
| Participant deferral / active EE | $11,472 | $5,538+107.2% | $5,096+125.1% | $6,396+79.4% |
| Admin fee / account holder | $856 | $10,024-91.5% | $9,162-90.7% | $12,562-93.2% |