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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 | $462,313 | $183,627+151.8% | $155,602+197.1% | $145,978+216.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.72% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $11,105 | $5,316+108.9% | $4,675+137.5% | $4,662+138.2% |
| Participant deferral / active EE | $8,700 | $6,466+34.6% | $5,629+54.6% | $6,690+30.1% |
| Admin fee / account holder | $1,538 | $19,327-92.0% | $15,923-90.3% | $13,400-88.5% |