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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 | $463,251 | $185,312+150.0% | $161,489+186.9% | $154,746+199.4% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 10.13% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $16,062 | $4,769+236.8% | $4,268+276.3% | $4,379+266.8% |
| Participant deferral / active EE | $11,583 | $6,350+82.4% | $5,630+105.7% | $6,730+72.1% |
| Admin fee / account holder | $14,436 | $18,654-22.6% | $16,006-9.8% | $14,365+0.5% |