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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 | $154,228+856.0% | $145,433+913.8% | $137,256+974.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.98% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,317 | $4,804-30.9% | $4,554-27.2% | $4,156-20.2% |
| Participant deferral / active EE | $14,034 | $8,216+70.8% | $7,897+77.7% | $6,407+119.0% |
| Admin fee / account holder | $52,018 | $14,344+262.7% | $13,129+296.2% | $12,270+323.9% |