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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 | $1,285,497 | $172,111+646.9% | $150,298+755.3% | $137,256+836.6% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 17.57% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $8,126 | $4,636+75.3% | $4,154+95.6% | $4,156+95.5% |
| Participant deferral / active EE | $5,551 | $6,166-10.0% | $5,453+1.8% | $6,407-13.4% |
| Admin fee / account holder | $11,150 | $16,471-32.3% | $14,116-21.0% | $12,270-9.1% |