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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 | $418,072 | $183,627+127.7% | $155,602+168.7% | $145,978+186.4% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 15.30% | 61.32%-46.0pp | 64.81%-49.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $5,483 | $5,316+3.1% | $4,675+17.3% | $4,662+17.6% |
| Participant deferral / active EE | $5,310 | $6,466-17.9% | $5,629-5.7% | $6,690-20.6% |
| Admin fee / account holder | $31,052 | $19,327+60.7% | $15,923+95.0% | $13,400+131.7% |