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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 | $427,490 | $160,028+167.1% | $147,080+190.7% | $145,884+193.0% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 11.09% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $3,662 | $5,286-30.7% | $4,933-25.8% | $4,662-21.5% |
| Participant deferral / active EE | $10,945 | $8,422+30.0% | $8,066+35.7% | $6,690+63.6% |
| Admin fee / account holder | $46,210 | $15,030+207.5% | $12,989+255.8% | $13,392+245.1% |