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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 | $1,474,378 | $155,555+847.8% | $146,866+903.9% | $155,188+850.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 15.98% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,317 | $4,647-28.6% | $4,425-25.0% | $4,248-21.9% |
| Participant deferral / active EE | $14,034 | $8,044+74.5% | $7,759+80.9% | $6,531+114.9% |
| Admin fee / account holder | $52,018 | $14,755+252.5% | $13,620+281.9% | $14,480+259.2% |