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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 | $1,237,783 | $134,817+818.1% | $123,973+898.4% | $155,188+697.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 15.08% | 515.49%-500.4pp | 388.13%-373.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,502 | $4,425-43.4% | $4,126-39.3% | $4,248-41.1% |
| Participant deferral / active EE | $13,078 | $5,706+129.2% | $5,247+149.3% | $6,531+100.2% |
| Admin fee / account holder | $5,475 | $13,245-58.7% | $11,799-53.6% | $14,480-62.2% |