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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 | $751,765 | $110,307+581.5% | $96,576+678.4% | $139,456+439.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 34.25% | 26.40%+7.8pp | 25.87%+8.4pp | 373.45%-339.2pp |
| Employer contribution / active EE | $5,408 | $3,619+49.4% | $2,965+82.4% | $4,753+13.8% |
| Participant deferral / active EE | $11,118 | $5,547+100.4% | $4,851+129.2% | $6,711+65.7% |
| Admin fee / account holder | $2,538 | $11,597-78.1% | $8,253-69.2% | $11,407-77.8% |