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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 | $451,301 | $70,366+541.4% | $66,674+576.9% | $138,895+224.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 16.32% | 386.41%-370.1pp | 321.24%-304.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $4,780 | $2,765+72.9% | $2,620+82.4% | $4,194+14.0% |
| Participant deferral / active EE | $17,116 | $4,374+291.3% | $4,084+319.1% | $6,396+167.6% |
| Admin fee / account holder | $14,636 | $5,262+178.1% | $5,098+187.1% | $12,562+16.5% |