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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 | $212,777+220.0% | $173,703+292.0% | $198,609+242.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 75.9%-9.2pp | 82.4%-15.7pp |
| Annual return | 17.58% | 18.82%-1.2pp | 17.46%+0.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $20,740 | $5,214+297.8% | $4,288+383.7% | $5,055+310.3% |
| Participant deferral / active EE | $20,667 | $5,697+262.8% | $4,854+325.8% | $6,977+196.2% |
| Admin fee / account holder | $1,118 | $19,536-94.3% | $15,562-92.8% | $19,030-94.1% |