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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 | $327,390 | $211,288+54.9% | $178,540+83.4% | $145,884+124.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.95% | 30.27%-14.3pp | 27.15%-11.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,043 | $4,574-11.6% | $3,953+2.3% | $4,662-13.3% |
| Participant deferral / active EE | $15,021 | $6,967+115.6% | $6,281+139.2% | $6,690+124.5% |
| Admin fee / account holder | $150,123 | $12,105+1140.1% | $10,424+1340.1% | $13,392+1021.0% |