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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 | $1,071,242 | $129,737+725.7% | $119,126+799.2% | $154,746+592.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 17.43% | 379.08%-361.6pp | 282.11%-264.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,600 | $4,375-63.4% | $4,034-60.3% | $4,379-63.5% |
| Participant deferral / active EE | $9,718 | $5,842+66.4% | $5,318+82.7% | $6,730+44.4% |
| Admin fee / account holder | $7,624 | $11,961-36.3% | $10,693-28.7% | $14,365-46.9% |