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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 | $1,278,066 | $107,368+1090.4% | $92,915+1275.5% | $152,909+735.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 19.84% | 145.64%-125.8pp | 109.45%-89.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $2,651 | $4,222-37.2% | $3,653-27.4% | $4,764-44.4% |
| Participant deferral / active EE | $16,667 | $4,848+243.8% | $4,238+293.3% | $5,851+184.8% |
| Admin fee / account holder | $3,642 | $7,082-48.6% | $5,796-37.2% | $11,601-68.6% |