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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 | $1,368,946 | $154,228+787.6% | $145,433+841.3% | $137,256+897.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.54% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,746 | $4,804+123.7% | $4,554+135.9% | $4,156+158.6% |
| Participant deferral / active EE | $17,375 | $8,216+111.5% | $7,897+120.0% | $6,407+171.2% |
| Admin fee / account holder | $17,626 | $14,344+22.9% | $13,129+34.3% | $12,270+43.6% |