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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 | $1,054,536 | $227,291+364.0% | $214,702+391.2% | $155,188+579.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 15.24% | 60.08%-44.8pp | 54.55%-39.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,700 | $6,772-60.1% | $6,461-58.2% | $4,248-36.4% |
| Participant deferral / active EE | $13,051 | $9,582+36.2% | $9,147+42.7% | $6,531+99.8% |
| Admin fee / account holder | $7,516 | $20,413-63.2% | $19,830-62.1% | $14,480-48.1% |