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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 | $901,584 | $139,948+544.2% | $121,663+641.1% | $154,746+482.6% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.5%-18.9pp | 80.7%-25.1pp |
| Annual return | 16.88% | 230.52%-213.6pp | 147.54%-130.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,709 | $3,521+5.3% | $3,020+22.8% | $4,379-15.3% |
| Participant deferral / active EE | $9,213 | $5,629+63.7% | $4,887+88.5% | $6,730+36.9% |
| Admin fee / account holder | $15,904 | $17,321-8.2% | $14,289+11.3% | $14,365+10.7% |