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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 | $493,370 | $157,296+213.7% | $141,191+249.4% | $152,897+222.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.10% | 64.34%-46.2pp | 71.41%-53.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $4,916 | $5,262-6.6% | $4,736+3.8% | $4,764+3.2% |
| Participant deferral / active EE | $10,948 | $7,111+54.0% | $6,710+63.2% | $5,851+87.1% |
| Admin fee / account holder | $22,099 | $12,125+82.3% | $10,264+115.3% | $11,599+90.5% |