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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 | $680,858 | $177,156+284.3% | $147,027+363.1% | $154,746+340.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 17.58% | 21.94%-4.4pp | 20.23%-2.7pp | 172.34%-154.8pp |
| Employer contribution / active EE | $20,740 | $4,336+378.3% | $3,626+472.0% | $4,379+373.6% |
| Participant deferral / active EE | $20,667 | $5,797+256.5% | $4,933+319.0% | $6,730+207.1% |
| Admin fee / account holder | $1,118 | $14,904-92.5% | $12,223-90.9% | $14,365-92.2% |