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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 | $1,009,653 | $100,073+908.9% | $85,126+1086.1% | $145,877+592.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 12.99% | 84.11%-71.1pp | 66.63%-53.6pp | 551.28%-538.3pp |
| Employer contribution / active EE | $832 | $3,236-74.3% | $2,731-69.5% | $4,663-82.2% |
| Participant deferral / active EE | $18,000 | $5,294+240.0% | $4,523+297.9% | $6,691+169.0% |
| Admin fee / account holder | $4,638 | $7,261-36.1% | $6,160-24.7% | $13,402-65.4% |