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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 | $58,258+606.9% | $81,820+403.3% | $80,925+408.9% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 17.93% | 41.76%-23.8pp | 777.93%-760.0pp | 35.65%-17.7pp |
| Employer contribution / active EE | $3,048 | $2,345+30.0% | $2,915+4.6% | $2,756+10.6% |
| Participant deferral / active EE | $6,097 | $3,284+85.7% | $4,323+41.0% | $4,299+41.8% |
| Admin fee / account holder | $16,068 | $4,976+222.9% | $7,391+117.4% | $6,940+131.5% |