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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 | $739,230 | $111,814+561.1% | $103,378+615.1% | $145,978+406.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.92% | 24.80%-12.9pp | 24.91%-13.0pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,386 | $4,215-43.4% | $3,870-38.3% | $4,662-48.8% |
| Participant deferral / active EE | $3,939 | $5,618-29.9% | $5,058-22.1% | $6,690-41.1% |
| Admin fee / account holder | $5,337 | $9,764-45.3% | $8,401-36.5% | $13,400-60.2% |