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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 | $1,035,514 | $135,905+661.9% | $126,068+721.4% | $198,609+421.4% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 9.87% | 14.07%-4.2pp | 15.01%-5.1pp | 202.70%-192.8pp |
| Employer contribution / active EE | $16,406 | $4,245+286.5% | $3,968+313.5% | $5,055+224.5% |
| Participant deferral / active EE | $11,342 | $8,523+33.1% | $8,214+38.1% | $6,977+62.6% |
| Admin fee / account holder | $30,644 | $21,036+45.7% | $18,264+67.8% | $19,030+61.0% |