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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 | $1,033,166 | $213,785+383.3% | $185,441+457.1% | $155,188+565.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 11.34% | 19.97%-8.6pp | 20.16%-8.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $16,825 | $5,393+212.0% | $4,672+260.1% | $4,248+296.1% |
| Participant deferral / active EE | $6,385 | $6,864-7.0% | $6,152+3.8% | $6,531-2.2% |
| Admin fee / account holder | $7,358 | $21,134-65.2% | $17,890-58.9% | $14,480-49.2% |