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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 | $460,516 | $72,071+539.0% | $68,368+573.6% | $137,256+235.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 15.69% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,460 | $2,788+60.0% | $2,649+68.4% | $4,156+7.3% |
| Participant deferral / active EE | $11,685 | $4,410+165.0% | $4,123+183.4% | $6,407+82.4% |
| Admin fee / account holder | $17,856 | $5,336+234.7% | $5,150+246.7% | $12,270+45.5% |