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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 | $750,756 | $87,166+761.3% | $76,735+878.4% | $137,256+447.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 12.92% | 26.50%-13.6pp | 29.77%-16.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $10,856 | $2,904+273.8% | $2,454+342.3% | $4,156+161.2% |
| Participant deferral / active EE | $20,667 | $4,726+337.3% | $4,088+405.6% | $6,407+222.6% |
| Admin fee / account holder | $6,414 | $8,403-23.7% | $7,189-10.8% | $12,270-47.7% |