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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 | $1,378,472 | $172,111+700.9% | $150,298+817.2% | $137,256+904.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 13.88% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $8,200 | $4,636+76.9% | $4,154+97.4% | $4,156+97.3% |
| Participant deferral / active EE | $12,200 | $6,166+97.9% | $5,453+123.7% | $6,407+90.4% |
| Admin fee / account holder | $4,623 | $16,471-71.9% | $14,116-67.2% | $12,270-62.3% |