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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 | $111,814+955.3% | $103,378+1041.4% | $145,978+708.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.77% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $4,667 | $4,215+10.7% | $3,870+20.6% | $4,662+0.1% |
| Participant deferral / active EE | $3,611 | $5,618-35.7% | $5,058-28.6% | $6,690-46.0% |
| Admin fee / account holder | $10,976 | $9,764+12.4% | $8,401+30.6% | $13,400-18.1% |