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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 | $1,201,030 | $87,166+1277.9% | $76,735+1465.2% | $137,256+775.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 16.57% | 26.50%-9.9pp | 29.77%-13.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $11,224 | $2,904+286.5% | $2,454+357.3% | $4,156+170.1% |
| Participant deferral / active EE | $7,558 | $4,726+59.9% | $4,088+84.9% | $6,407+18.0% |
| Admin fee / account holder | $65,082 | $8,403+674.5% | $7,189+805.3% | $12,270+430.4% |