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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 | $1,172,610 | $174,379+572.4% | $152,093+671.0% | $138,895+744.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.85% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,730 | $4,652-41.3% | $4,175-34.6% | $4,194-34.9% |
| Participant deferral / active EE | $8,688 | $6,159+41.1% | $5,451+59.4% | $6,396+35.8% |
| Admin fee / account holder | $6,496 | $16,880-61.5% | $14,497-55.2% | $12,562-48.3% |