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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 | $1,034,758 | $107,363+863.8% | $92,909+1013.7% | $152,897+576.8% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 80.55% | 145.63%-65.1pp | 109.44%-28.9pp | 345.43%-264.9pp |
| Employer contribution / active EE | $1,000 | $4,222-76.3% | $3,653-72.6% | $4,764-79.0% |
| Participant deferral / active EE | $3,378 | $4,848-30.3% | $4,238-20.3% | $5,851-42.3% |
| Admin fee / account holder | $3,360 | $7,082-52.6% | $5,795-42.0% | $11,599-71.0% |