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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 | $411,801 | $58,311+606.2% | $81,882+402.9% | $80,959+408.7% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 17.93% | 41.85%-23.9pp | 779.47%-761.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $3,048 | $2,347+29.9% | $2,916+4.5% | $2,757+10.6% |
| Participant deferral / active EE | $6,097 | $3,287+85.5% | $4,323+41.0% | $4,300+41.8% |
| Admin fee / account holder | $16,068 | $4,752+238.1% | $7,360+118.3% | $6,925+132.0% |