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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 | $177,156+401.2% | $147,027+503.9% | $154,746+473.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 11.23% | 21.94%-10.7pp | 20.23%-9.0pp | 172.34%-161.1pp |
| Employer contribution / active EE | $22,930 | $4,336+428.8% | $3,626+532.4% | $4,379+423.6% |
| Participant deferral / active EE | $14,390 | $5,797+148.2% | $4,933+191.7% | $6,730+113.8% |
| Admin fee / account holder | $9,192 | $14,904-38.3% | $12,223-24.8% | $14,365-36.0% |