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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 | $1,179,978 | $110,337+969.4% | $102,383+1052.5% | $145,877+708.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.77% | 24.83%-13.1pp | 24.94%-13.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,667 | $4,216+10.7% | $3,870+20.6% | $4,663+0.1% |
| Participant deferral / active EE | $3,611 | $5,621-35.8% | $5,060-28.6% | $6,691-46.0% |
| Admin fee / account holder | $10,976 | $9,750+12.6% | $8,391+30.8% | $13,402-18.1% |