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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 | $70,366+554.5% | $66,674+590.7% | $138,895+231.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 15.69% | 386.41%-370.7pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,460 | $2,765+61.3% | $2,620+70.2% | $4,194+6.3% |
| Participant deferral / active EE | $11,685 | $4,374+167.1% | $4,084+186.1% | $6,396+82.7% |
| Admin fee / account holder | $17,856 | $5,262+239.3% | $5,098+250.2% | $12,562+42.1% |