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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 | $444,715 | $198,457+124.1% | $170,435+160.9% | $147,586+201.3% |
| Participation rate | 23.1% | 88.0%-64.9pp | 83.6%-60.5pp | 82.8%-59.8pp |
| Annual return | 17.80% | 257.30%-239.5pp | 205.94%-188.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,126 | $6,183-65.6% | $5,432-60.9% | $4,876-56.4% |
| Participant deferral / active EE | $2,150 | $5,629-61.8% | $4,939-56.5% | $5,439-60.5% |
| Admin fee / account holder | $992 | $16,852-94.1% | $13,881-92.9% | $10,886-90.9% |