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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 | $1,415,488 | $114,119+1140.4% | $107,187+1220.6% | $138,895+919.1% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 19.52% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $865 | $4,059-78.7% | $3,782-77.1% | $4,194-79.4% |
| Participant deferral / active EE | $4,500 | $5,538-18.7% | $5,096-11.7% | $6,396-29.6% |
| Admin fee / account holder | $7,739 | $10,024-22.8% | $9,162-15.5% | $12,562-38.4% |