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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 | $174,379+637.2% | $152,093+745.2% | $138,895+825.5% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 17.57% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $8,126 | $4,652+74.7% | $4,175+94.7% | $4,194+93.7% |
| Participant deferral / active EE | $5,551 | $6,159-9.9% | $5,451+1.8% | $6,396-13.2% |
| Admin fee / account holder | $11,150 | $16,880-33.9% | $14,497-23.1% | $12,562-11.2% |