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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 | $311,193 | $70,366+342.3% | $66,674+366.7% | $138,895+124.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 20.03% | 386.41%-366.4pp | 321.24%-301.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $4,040 | $2,765+46.1% | $2,620+54.2% | $4,194-3.7% |
| Participant deferral / active EE | $7,110 | $4,374+62.5% | $4,084+74.1% | $6,396+11.2% |
| Admin fee / account holder | $1,302 | $5,262-75.3% | $5,098-74.5% | $12,562-89.6% |