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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 | $441,646 | $111,814+295.0% | $103,378+327.2% | $145,978+202.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 22.45% | 24.80%-2.3pp | 24.91%-2.5pp | 550.52%-528.1pp |
| Employer contribution / active EE | $11,803 | $4,215+180.0% | $3,870+205.0% | $4,662+153.2% |
| Participant deferral / active EE | $10,429 | $5,618+85.6% | $5,058+106.2% | $6,690+55.9% |
| Admin fee / account holder | $122,838 | $9,764+1158.1% | $8,401+1362.2% | $13,400+816.7% |