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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 | $608,335 | $211,288+187.9% | $178,540+240.7% | $145,884+317.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.29% | 30.27%-19.0pp | 27.15%-15.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $901 | $4,574-80.3% | $3,953-77.2% | $4,662-80.7% |
| Participant deferral / active EE | $20,000 | $6,967+187.1% | $6,281+218.4% | $6,690+199.0% |
| Admin fee / account holder | $2,757 | $12,105-77.2% | $10,424-73.6% | $13,392-79.4% |