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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 | $1,060,275 | $67,602+1468.4% | $82,312+1188.1% | $70,126+1412.0% |
| Participation rate | 2.6% | 72.8%-70.2pp | 76.9%-74.3pp | 69.5%-67.0pp |
| Annual return | 23.68% | 21.57%+2.1pp | 25.88%-2.2pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,707 | $1,755-2.7% | $2,428-29.7% | $2,343-27.1% |
| Participant deferral / active EE | $4,723 | $2,987+58.1% | $3,706+27.4% | $3,332+41.7% |
| Admin fee / account holder | $70,516 | $4,512+1463.0% | $5,608+1157.5% | $4,645+1417.9% |