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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 | $773,894 | $161,352+379.6% | $134,172+476.8% | $137,256+463.8% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 13.70% | 28.72%-15.0pp | 25.30%-11.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $20,061 | $4,099+389.5% | $3,420+486.6% | $4,156+382.7% |
| Participant deferral / active EE | $7,833 | $5,552+41.1% | $4,690+67.0% | $6,407+22.3% |
| Admin fee / account holder | $7,706 | $15,028-48.7% | $12,016-35.9% | $12,270-37.2% |