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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 | $1,341,725 | $174,379+669.4% | $152,093+782.2% | $138,895+866.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 19.02% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,308 | $4,652-50.4% | $4,175-44.7% | $4,194-45.0% |
| Participant deferral / active EE | $6,923 | $6,159+12.4% | $5,451+27.0% | $6,396+8.2% |
| Admin fee / account holder | $15,257 | $16,880-9.6% | $14,497+5.2% | $12,562+21.5% |