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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 | $1,273,893 | $111,814+1039.3% | $103,378+1132.3% | $145,978+772.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 9.42% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $3,365 | $4,215-20.2% | $3,870-13.1% | $4,662-27.8% |
| Participant deferral / active EE | $12,646 | $5,618+125.1% | $5,058+150.0% | $6,690+89.0% |
| Admin fee / account holder | $9,407 | $9,764-3.7% | $8,401+12.0% | $13,400-29.8% |