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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 | $351,221 | $114,119+207.8% | $107,187+227.7% | $138,895+152.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 12.49% | 273.21%-260.7pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $20,945 | $4,059+416.0% | $3,782+453.8% | $4,194+399.4% |
| Participant deferral / active EE | $21,917 | $5,538+295.8% | $5,096+330.1% | $6,396+242.7% |
| Admin fee / account holder | $4,814 | $10,024-52.0% | $9,162-47.5% | $12,562-61.7% |