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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 | $1,130,252 | $181,062+524.2% | $158,223+614.3% | $155,188+628.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 10.81% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $19,419 | $4,565+325.4% | $4,109+372.6% | $4,248+357.2% |
| Participant deferral / active EE | $22,150 | $6,134+261.1% | $5,467+305.2% | $6,531+239.1% |
| Admin fee / account holder | $16,997 | $18,825-9.7% | $16,047+5.9% | $14,480+17.4% |