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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 | $2,113,964 | $202,440+944.2% | $169,390+1148.0% | $139,466+1415.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 18.59% | 532.36%-513.8pp | 406.07%-387.5pp | 373.66%-355.1pp |
| Employer contribution / active EE | $6,267 | $4,693+33.5% | $4,013+56.2% | $4,754+31.8% |
| Participant deferral / active EE | $20,000 | $6,940+188.2% | $6,222+221.4% | $6,712+198.0% |
| Admin fee / account holder | $14,781 | $10,722+37.9% | $9,015+64.0% | $11,409+29.6% |