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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 | $1,118,467 | $182,442+513.1% | $163,379+584.6% | $138,895+705.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 18.85% | 72.74%-53.9pp | 63.41%-44.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,404 | $4,159-66.2% | $3,752-62.6% | $4,194-66.5% |
| Participant deferral / active EE | $15,500 | $6,817+127.4% | $6,282+146.8% | $6,396+142.3% |
| Admin fee / account holder | $741 | $10,396-92.9% | $9,818-92.5% | $12,562-94.1% |