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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 | $887,940 | $162,967+444.9% | $135,792+553.9% | $138,895+539.3% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.6%-12.6pp | 79.9%-19.9pp |
| Annual return | 11.23% | 30.08%-18.8pp | 25.96%-14.7pp | 145.39%-134.2pp |
| Employer contribution / active EE | $22,930 | $4,211+444.5% | $3,496+556.0% | $4,194+446.7% |
| Participant deferral / active EE | $14,390 | $5,640+155.1% | $4,759+202.4% | $6,396+125.0% |
| Admin fee / account holder | $9,192 | $15,306-39.9% | $12,266-25.1% | $12,562-26.8% |