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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 | $1,020,291 | $157,270+548.8% | $141,173+622.7% | $152,870+567.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 24.97% | 64.33%-39.4pp | 71.40%-46.4pp | 345.34%-320.4pp |
| Employer contribution / active EE | $2,340 | $5,261-55.5% | $4,735-50.6% | $4,763-50.9% |
| Participant deferral / active EE | $9,750 | $7,110+37.1% | $6,710+45.3% | $5,850+66.7% |
| Admin fee / account holder | $2,140 | $12,121-82.3% | $10,262-79.1% | $11,597-81.5% |