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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 | $472,864 | $289,211+63.5% | $260,467+81.5% | $198,609+138.1% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 15.46% | 112.90%-97.4pp | 100.60%-85.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $3,323 | $4,663-28.7% | $4,239-21.6% | $5,055-34.3% |
| Participant deferral / active EE | $10,755 | $6,812+57.9% | $6,319+70.2% | $6,977+54.1% |
| Admin fee / account holder | $19,966 | $16,236+23.0% | $15,461+29.1% | $19,030+4.9% |